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Michael Franklin Merrill

LPl Financial LLC

Portland, OR

Goldsby, OK

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-05-07
OR RA APPROVED 2026-05-07
TX RA APPROVED 2026-05-07
  • OK RA
    APPROVED
    Since 2026-05-07
  • OR RA
    APPROVED
    Since 2026-05-07
  • TX RA
    APPROVED
    Since 2026-05-07

Branch Locations

5550 South Macadam Ave Ste 120, Portland, OR 97239 • United States

Goldsby, OK • 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
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 11/2011 05/2026
Cambridge Investment Research Advisors, Inc Fairfield IA 11/2011 05/2026
Lpl Financial, Llc Portland OR 05/2026 Present
Previous Registrations
  • 2011-11-23 → 2026-05-27
    Portland, OR
    Portland, OR
    Norman, OK
    Goldsby, OK
  • 2007-07-19 → 2011-11-02
    Securian Financial Services, Inc.
    Seattle, WA
    Portland, OR
    Portland, OR
  • 2007-07-19 → 2011-11-02
    Cri Securities, Llc
    Seattle, WA
    Portland, OR
    Portland, OR
  • 2006-09-22 → 2007-12-31
    Marathon Advisors, Inc
    Portland, OR
Other Businesses

1. 4/2026 - Finity Operations, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland OR 97239 - OBA Start date : 05/07/2026 2. 4/2026 - Finity Group, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/7/2026 3. 4/2026 - Finity Group, LLC - Non-Variable Insurance - INV REL - 10 Hour(s)/Month - 4 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 11/01/2011 4. 4/2026 - Real Estate Rental - Real Estate Rental - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Scottsdale AZ 85251 - OBA Start date: 10/01/2021 5. 4/2026 - Real Estate Rental - Real Estate Rental - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Norman Ok 73072 - OBA start date: 02/01/2024 6. 4/2026 - Financial Planning Basics for Doctors - Author - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 01/01/2019

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-18
S63 Uniform Securities Agent State Law Examination 2004-12-13
  • S65 Uniform Investment Adviser Law Examination
    2006-07-18
  • S63 Uniform Securities Agent State Law Examination
    2004-12-13
Designations
Other Names
  • Mike Merrill

View on SEC IAPD

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