Julie Renee Albright

Current Employers

Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-04-17
OH	RA	APPROVED	2025-03-28
IN	RA	APPROVED	2025-03-27

PA RA
APPROVED

Since 2026-04-17
OH RA
APPROVED

Since 2025-03-28
IN RA
APPROVED

Since 2025-03-27

Branch Locations

9200 Montgomery Road, Cincinnati, OH 45242 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Madison Wealth Management	Cincinnati	OH	05/2017	07/2020
Unemployed	Cincinnati	OH	09/2008	05/2017
Mercer Global Advisors Inc.	Cincinnati	OH	03/2025	Present
Unemployed	Mason	OH	07/2020	03/2025

05/2017 → 07/2020

Madison Wealth Management

Cincinnati, OH
09/2008 → 05/2017

Unemployed

Cincinnati, OH
03/2025 → Present

Mercer Global Advisors Inc.

Cincinnati, OH
07/2020 → 03/2025

Unemployed

Mason, OH

Previous Registrations

2017-07-18 → 2020-07-23

Madison Wealth Management

Cincinnati, OH

Other Businesses

1. Impact 100; Not investment related; 4010 Executive Park Drive, Suite 100, Cincinnati, OH 45241; Philanthropic giving; Finance Committee Member, CIRC Member, and General Member; 01/13/2014; 2-4 hours per month; 0 hours during securities trading hours; Finance oversight and organizing community grants. 2.United Way of Greater Cincinnati; Not investment related; 4631 Dixie Highway, Fairfield, OH 45014; Volunteer tax preparation; Volunteer; 01/01/2021; 20 hours per month; 0 hours during securities trading hours; Provide volunteer tax preparation services.