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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-22
TX RA APPROVED 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-22
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

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

21700 East Copley Drive Suite 120, Diamond Bar, CA 91765 • 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
Abridge Partners, Llc Diamond Bar CA 10/2007 01/2024
Stanislawski & Harrison Wealth Mgmt, Llc. Pasenda CA 11/2007 01/2024
Birgen Asset Management Diamond Bar CA 04/2001 01/2024
Lpl Financial Llc Diamond Bar CA 09/2009 01/2024
Merit Financial Advisors Alpharetta GA 01/2024 Present
Previous Registrations
  • 2007-10-25 → 2024-01-23
    Diamnod Bar, CA
  • 2008-01-16 → 2015-12-31
    Stanislawski & Harrison Wealth Management, Llc
    Diamond Bar, CA
  • 2012-01-30 → 2012-12-31
    Diamond Bar, CA
    Sacramento, CA
  • 1998-01-08 → 2010-08-26
    Ffr Advisory Llc
    Diamond Bar, CA
  • 1997-07-08 → 2006-01-19
    Fsc Securities Corporation
    Pasadena, CA
    Diamond Bar, CA
Other Businesses

1) Birgen Asset Management, Inc.; Investment-related; 21700 Copley Drive, Suite 120; This company receives insurance renewal commissions I remit to Merit per our sale/merger agreement; President; 04/01/2001; 1 hour monthly; 0 hours during securities trading hours; 2) First Financial Resources; Investment Related; Branch Address; Insurance; Insurance Agent; May 23 1991; 2 hours during trading; Insurance Agent. 3) BobtheLector; Not investment-related; 1756 Via Alegre, San Dimas, CA 91773; Christian Catholic podcast; Owner; 11/23/2025; 40 hours monthly; 4 hours during securities trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-15
S63 Uniform Securities Agent State Law Examination 1992-06-11
  • S65 Uniform Investment Adviser Law Examination
    1996-08-15
  • S63 Uniform Securities Agent State Law Examination
    1992-06-11
Designations
Other Names
  • Bob Birgen
  • Robert M Birgen
  • Robert Michael Birgen
  • Robert Michael Birgen Ttee

View on SEC IAPD

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