DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist34 years in industry

Robert M Birgen

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | DIamond Bar, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4cfcc70-e643-dadf-384c-98da82df0555

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 11, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S65|S63
First exam: Jun 11, 1992
First registration: Jul 8, 1997
Dual registered: no
Other names: BOB BIRGEN|ROBERT M BIRGEN|ROBERT MICHAEL BIRGEN|ROBERT MICHAEL BIRGEN TTEE
IAPD individual key: 1659476

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Jan 19, 2024	n/a	yes	ALPHARETTA, GA\|DIamond Bar, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 30, 2012	Dec 31, 2012	no	DIAMOND BAR, CA\|SACRAMENTO, CA	Previous registration
STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLC	n/a	Jan 16, 2008	Dec 31, 2015	no	DIAMOND BAR, CA	Previous registration
ABRIDGE PARTNERS, LLC	Independent wealth	Oct 25, 2007	Jan 23, 2024	no	DIAMNOD BAR, CA	Previous registration
FFR ADVISORY LLC	Former SEC adviser	Jan 8, 1998	Aug 26, 2010	no	DIAMOND BAR, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jul 8, 1997	Jan 19, 2006	no	PASADENA, CA\|DIAMOND BAR, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ABRIDGE PARTNERS, LLC	STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLC	Jan 23, 2024	Jan 16, 2008	-5,851	Firm change after gap	Other
STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLC	LPL FINANCIAL LLC	Dec 31, 2015	Jan 30, 2012	-1,431	Firm change after gap	Other
LPL FINANCIAL LLC	MERIT FINANCIAL ADVISORS	Dec 31, 2012	Jan 19, 2024	4,036	Firm change after gap	Other
FFR ADVISORY LLC	ABRIDGE PARTNERS, LLC	Aug 26, 2010	Oct 25, 2007	-1,036	Firm change after gap	Other
FSC SECURITIES CORPORATION	FFR ADVISORY LLC	Jan 19, 2006	Jan 8, 1998	-2,933	Firm change after gap	Other

Relationships

Registered with (6)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ ABRIDGE PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 25, 2007 to Jan 23, 2024factForm ADV
→ STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 16, 2008 to Dec 31, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 30, 2012 to Dec 31, 2012factForm ADV
→ FFR ADVISORY LLCRegistered adviserregistration: previous registration
Jan 8, 1998 to Aug 26, 2010factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 8, 1997 to Jan 19, 2006factForm ADV

Dated events

Occurred
Jan 23, 2024
Advisor changed firm
Robert M Birgen left Abridge Partners, Llc for Stanislawski & Harrison Wealth Management, Llc (registered 2008-01-16)
Form ADVobserved 4 days ago