Colin Albert

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-07-05
CA	RA	APPROVED	2021-08-17
LA	RA	APPROVED	2021-08-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America Corporation	Mandeville	LA	06/2016	05/2017
Jaymar Construction	Slidell	LA	01/2007	07/2017
New York Life Insurance Co.	New Orleans	LA	08/2017	10/2018
Nylife Securities Llc	New Orleans	LA	05/2017	08/2017
Louisiana State University	Baton Rouge	LA	02/2017	05/2017
Nylife Securities Llc	New Orleans	LA	01/2018	10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mandeville	LA	06/2016	05/2017
Jpmorgan Chase Bank, N.A.	New Orleans	LA	10/2018	Present
J.P. Morgan Securities Llc	New Orleans	LA	10/2018	Present

06/2016 → 05/2017

Bank Of America Corporation

Mandeville, LA
01/2007 → 07/2017

Jaymar Construction

Slidell, LA
08/2017 → 10/2018

New York Life Insurance Co.

New Orleans, LA
05/2017 → 08/2017

Nylife Securities Llc

New Orleans, LA
02/2017 → 05/2017

Louisiana State University

Baton Rouge, LA
01/2018 → 10/2018

Nylife Securities Llc

New Orleans, LA
06/2016 → 05/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mandeville, LA
10/2018 → Present

Jpmorgan Chase Bank, N.A.

New Orleans, LA
10/2018 → Present

J.P. Morgan Securities Llc

New Orleans, LA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-31

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