John Charles Dewitt

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-07

Branch Locations

9595 Six Pines Dr, The Woodlands, TX 77380 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	The Woodlands	TX	08/2021	Present
Buckeye International	Houston	TX	06/2020	08/2021
Sam Houston State University	Huntsville	TX	05/2017	05/2020
Lone Star College-Montgomery Campus	Conroe	TX	05/2016	05/2017

08/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Woodlands, TX
06/2020 → 08/2021

Buckeye International

Houston, TX
05/2017 → 05/2020

Sam Houston State University

Huntsville, TX
05/2016 → 05/2017

Lone Star College-Montgomery Campus

Conroe, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-25