Mackenzie Lawrence Larsen

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-27

CA RA
APPROVED

Since 2025-10-27

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

2555 E Camelback Rd, Phoenix, AZ 85016 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Scottsdale	AZ	08/2021	Present
Hampton Inn & Suites	Scottsdale	AZ	10/2017	03/2018
Masterpiece Donuts	Phoenix	AZ	03/2018	12/2018
Cold Beers Cheeseburgers	Phoenix	AZ	08/2018	12/2018
Ridgewood Savings Bank	Queens	NY	01/2019	07/2021
Apartments Resurfacing	Phoenix	AZ	01/2016	04/2017
Unemployed	Scottsdale	AZ	04/2017	10/2017
Bank Of America, N.A.	Scottsdale	AZ	01/2026	Present

08/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scottsdale, AZ
10/2017 → 03/2018

Hampton Inn & Suites

Scottsdale, AZ
03/2018 → 12/2018

Masterpiece Donuts

Phoenix, AZ
08/2018 → 12/2018

Cold Beers Cheeseburgers

Phoenix, AZ
01/2019 → 07/2021

Ridgewood Savings Bank

Queens, NY
01/2016 → 04/2017

Apartments Resurfacing

Phoenix, AZ
04/2017 → 10/2017

Unemployed

Scottsdale, AZ
01/2026 → Present

Bank Of America, N.A.

Scottsdale, AZ

Other Businesses

I*: 927532 Entity Type: For Profit Name of the other business; L CAPITAL LLC Investment-related: No Address of the other business; phoenix Az 85018 Title, or relationship with the other business; Member Start date of your relationship; 01/2024 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 Duties: NO DUTIES - INACTIVE I*: 927533 Entity Type: For Profit Name of the other business; THE VINTAGE SOURCE LLC Investment-related: No Address of the other business; PHOENIX AZ 85018 Title, or relationship with the other business; MANAGING MEMBER Start date of your relationship: 09/01/2022 the approximate number of hours/month you devote to the other business: 2 hrs mthly the number of hours you devote to the other business during securities trading hours: 0 Duties: NO DUTIES - INACTIVE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-27

S66 Uniform Combined State Law Examination

2025-10-27

View on SEC IAPD