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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-11 |
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