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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-04-17
  • WA RA
    APPROVED
    Since 2025-04-17

Branch Locations

6415 E Lake Sammamish Pkwy Se, Suite 100, Issaquah, WA 98029 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
Edward Jones St Louis MO 07/2018 12/2019
Pacific Life Insurance Company Omaha NE 05/2017 06/2018
Taste Of Belgium Cincinnati OH 06/2016 01/2017
Trio Bistro Cincinnati OH 05/2014 12/2016
University Of Nebraska-Lincoln Lincoln NE 08/2013 05/2018
Union Pacific Railroad Lincoln NE 08/2017 12/2017
Waddell & Reed Financial Advisors Lincoln NE 01/2017 05/2017
Fidelity Investments Bellevue WA 01/2020 04/2025
Fidelity Investments Boston MA 03/2025 04/2025
Merit Financial Advisors Issaquah WA 04/2025 Present
Purshe Kaplan Sterling Investments Albany NY 05/2025 Present
  • 07/2018 → 12/2019
    St Louis, MO
  • 05/2017 → 06/2018
    Pacific Life Insurance Company
    Omaha, NE
  • 06/2016 → 01/2017
    Taste Of Belgium
    Cincinnati, OH
  • 05/2014 → 12/2016
    Trio Bistro
    Cincinnati, OH
  • 08/2013 → 05/2018
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 08/2017 → 12/2017
    Union Pacific Railroad
    Lincoln, NE
  • 01/2017 → 05/2017
    Waddell & Reed Financial Advisors
    Lincoln, NE
  • 01/2020 → 04/2025
    Fidelity Investments
    Bellevue, WA
  • 03/2025 → 04/2025
    Fidelity Investments
    Boston, MA
  • 04/2025 → Present
    Issaquah, WA
  • 05/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2025-03-31 → 2025-05-08
    Bellevue, WA
    Bellevue, WA
    Bellevue, WA
    Bellevue, WA
    Boston, MA
  • 2020-04-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
  • 2018-09-04 → 2019-12-17
    Lincoln, NE
    Lincoln, NE
    St Louis, MO
    Maryland Heights, MO
    Bellevue, NE
    Red Oak, IA
Other Businesses

1.) Merit Financial Advisors. Investment Related. At Registered location. RIA. Service Advisor. 4/2025. 160. 160. Service Clients. 2.) Fixed Insurance. investment Related. At Reregistered Location. Fixed / Traditional Insurance. Agent. 4/2025. Provide Insurance Advice Based on the Needs of Clients. 3.) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-30
  • S66 Uniform Combined State Law Examination
    2018-08-30
Other Names
  • Bob Seibel
  • Robert William Seibel
  • Robert William Seibel
  • Robert Seibel

View on SEC IAPD

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