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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)21 years in industry

MICHAEL FRANKLIN MERRILL

Advisor at LPL FINANCIAL LLC

Goldsby, OK | PORTLAND, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Dec 13, 2004
First registration: Sep 22, 2006
Dual registered: yes, broker-dealer
Other names: MIKE MERRILL
IAPD individual key: 4835782

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	May 7, 2026	n/a	yes	PORTLAND, OR\|Goldsby, OK	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 23, 2011	May 27, 2026	no	PORTLAND, OR\|Norman, OK\|Portland, OR\|Goldsby, OK	Previous registration
CRI SECURITIES, LLC	Former SEC adviser	Jul 19, 2007	Nov 2, 2011	no	SEATTLE, WA\|PORTLAND, OR\|PORTLAND, OR	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 19, 2007	Nov 2, 2011	no	SEATTLE, WA\|PORTLAND, OR\|PORTLAND, OR	Previous registration
MARATHON ADVISORS, INC	n/a	Sep 22, 2006	Dec 31, 2007	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LPL FINANCIAL LLC	May 27, 2026	May 7, 2026	-20	Bulk transfer	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	CRI SECURITIES, LLC	Nov 2, 2011	Jul 19, 2007	-1,567	Channel change	Other
CRI SECURITIES, LLC	SECURIAN FINANCIAL SERVICES, INC.	Nov 2, 2011	Jul 19, 2007	-1,567	Firm change after gap	Other
MARATHON ADVISORS, INC	CRI SECURITIES, LLC	Dec 31, 2007	Jul 19, 2007	-165	Firm change after gap	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 23, 2011 to May 27, 2026factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 19, 2007 to Nov 2, 2011factForm ADV
→ CRI SECURITIES, LLCRegistered adviserregistration: previous registration
Jul 19, 2007 to Nov 2, 2011factForm ADV
→ MARATHON ADVISORS, INCRegistered adviserregistration: previous registration
Sep 22, 2006 to Dec 31, 2007factForm ADV

Dated events

No dated event names this entity yet.