Dylan C Poore

$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	2026-05-05

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Austin	TX	03/2026	Present
University Federal Credit Union	Austin	TX	05/2025	03/2026
Unemployed	San Antonio	TX	04/2025	05/2025
Bank Of America	San Antonio	TX	09/2023	04/2025
Heb	San Antonio	TX	05/2021	09/2023
Texas Lutheran University	Seguin	TX	09/2019	09/2023
John Marshall High School	San Antonio	TX	09/2015	09/2019
Estes Corporation	San Antonio	TX	05/2020	07/2020
Bank Of America, N.A.	Austin	TX	05/2026	Present

03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Austin, TX
05/2025 → 03/2026

University Federal Credit Union

Austin, TX
04/2025 → 05/2025

Unemployed

San Antonio, TX
09/2023 → 04/2025

Bank Of America

San Antonio, TX
05/2021 → 09/2023

Heb

San Antonio, TX
09/2019 → 09/2023

Texas Lutheran University

Seguin, TX
09/2015 → 09/2019

John Marshall High School

San Antonio, TX
05/2020 → 07/2020

Estes Corporation

San Antonio, TX
05/2026 → Present

Bank Of America, N.A.

Austin, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-08