Robert W Albert

Current Employers

Employment History

• 09/2021 → 06/2022
  Morgan Stanley Smith Barney Llc
  South Jordan, UT
• 03/2020 → 05/2021
  David Lantzy State Farm
  Ypsilanti, MI
• 05/2021 → 09/2021
  Unemployed
  Midvale, UT
• 06/2018 → 03/2020
  The Growler Station
  Lake Forest, CA
• 10/2016 → 03/2020
  The Growler Station
  Lake Forest, CA
• 03/2014 → 11/2017
  The Meadows At Grand Valley State University
  Allendale, MI
• 06/2022 → 08/2023
  Morgan Stanley Smith Barney Llc
  Roseville, CA
• 08/2023 → 07/2025
  Cadaret Grant & Co, Inc.
  San Jose, CA
• 07/2025 → Present
  Lpl Financial Llc
  San Jose, CA

Previous Registrations

• 2023-08-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Providence, RI
  Pasadena, CA
  Matthews, NC
  Syracuse, NY
  San Jose, CA
• 2022-08-31 → 2023-08-17
  Morgan Stanley
  Roseville, CA
  South Jordan, UT

Other Businesses

1. 07/10/2025- Novus Wealth Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/01/2023- 35 Hours Per Month- 35 Hours During Trading 2. 07/10/2025- Albert Service Associates- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 09/01/2023- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Sage Planning Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/04/2023- 20 Hours Per Month- 20 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-08-31