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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-10-21
TX RA APPROVED 2025-10-20
  • UT RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED
    Since 2025-10-20

Branch Locations

3165 E. Millrock Drive Suite100, Holladay, UT 84141 • 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
Cetera Wealth Services, Llc El Segundo CA 01/2013 10/2025
Financial Network Asset Management, Llc Draper UT 02/2019 03/2019
Robert Merrill, Sole Proprietor Draper UT 01/2000 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 10/2025
Lpl Financial Llc Holladay UT 10/2025 Present
Stratos Wealth Partners, Ltd. Holladay UT 10/2025 Present
  • 01/2013 → 10/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2019 → 03/2019
    Financial Network Asset Management, Llc
    Draper, UT
  • 01/2000 → Present
    Robert Merrill, Sole Proprietor
    Draper, UT
  • 06/2023 → 10/2025
    Schaumburg, IL
  • 10/2025 → Present
    Lpl Financial Llc
    Holladay, UT
  • 10/2025 → Present
    Holladay, UT
Previous Registrations
  • 2023-06-29 → 2025-10-27
    Salt Lake City, UT
  • 2000-02-11 → 2023-06-29
    Cetera Wealth Services, Llc
    Salt Lake City, UT
    Ogden, UT
    Brigham City, UT
    Layton, UT
    Logan, UT
    Providence, UT
    Salt Lake City, UT
    Roy, UT
    Sandy, UT
    Ogden, UT
    Tremonton, UT
    Sandy, UT
    Ogden, UT
    Ogden, UT
Other Businesses

1. 10/17/2025 - Outcome Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 09/08/2025 2. 10/17/2025 - Robert Merrill, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Holladay, Utah 84121 - OBA Start Date: 05/01/2000 3. 10/17/2025 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 09/08/2025 4. 10/22/2025 - Outcome Private Wealth - Registered Investment Advisor DBA - Inv rel - At Reported business location(s) - Start date: 09/08/2025 - 160 Hour(s)/Month - 40 Hour(s) During Trading 5. 10/22/2025 - Stratos Wealth Partners, LTD - Registered Investment Advisor Hybrid - Inv rel - At Reported business location(s) - Start date: 09/08/2025 - 160 Hour(s)/Month - 40 Hour(s) During Trading. I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/22/2025 - Stratos Wealth Partners - Registered Investment Advisor DBA - Inv rel - At Reported business location(s) - Start date: 09/08/2025 - 160 Hour(s)/Month - 40 Hour(s) During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-18
S63 Uniform Securities Agent State Law Examination 1981-05-28
  • S65 Uniform Investment Adviser Law Examination
    1999-08-18
  • S63 Uniform Securities Agent State Law Examination
    1981-05-28

View on SEC IAPD

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