Preston Dylan Larson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mesa, AZ
• 02/2016 → 12/2017
  Clear Solar
  Phoenix, AZ
• 11/2018 → 03/2019
  Johnson Roofing
  Mesa, AZ
• 03/2019 → 01/2020
  Hi-Country Door And Trim
  Gilbert, AZ
• 01/2020 → 05/2020
  Prodbx Software
  Mesa, AZ
• 05/2020 → 03/2021
  Crumbl Cookies
  Tempe, AZ
• 03/2021 → 05/2021
  Unemployed / Full Time Education
  Tempe, AZ
• 05/2021 → 05/2023
  Global Bikes
  Gilbert, AZ
• 05/2023 → 07/2023
  Unemployed / Traveling Before New Job
  Gilbert, AZ
• 12/2017 → 11/2018
  Church Service Mission
  Inayawan
• 08/2019 → 05/2023
  Arizona State University
  Tempe, AZ
• 09/2023 → Present
  Bank Of America, N.A.
  Mesa, AZ

Other Businesses

I*: 2250330 Entity Type: Charitable Name of OBA: The Church of Jesus Christ of Latter-day Saints Address: San Tan Valley, AZ 85140 Investment Related: No Position, Title, Association: Counselor to the bishop in my church. Employee Start Date: 03/23/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: Religious organization that seeks to share about the life of Jesus Christ. I will assist the bishop in helping conduct religious oriented meetings. Part of my job as a counselor will be to help in a dual capacity with tithes offered by the members of the church. I will assist in bringing assets directly from the church to the bank as soon as they are collected and documented. I will also be allowed to sign checks to reimburse members for church related expenses. Another reason I would be signing a check for someone is if the bishops recognizes and authorizes a need of a member (can't pay a bill) then with his approval, I can sign a check for the member. None of this is done in my own/personal capacity. These processes always includes 2+ people. The majority of my time in this responsibility will be to teach youth, lead spiritual based conversations, and addressing the needs of the members in the ward.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Preston Dylan Larson
• Dylan Larson