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Lauren Eudora Lewis

Merit Financial Advisors

Alpharetta, GA

Alpharetta, GA

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-03
  • GA RA
    APPROVED
    Since 2025-04-03

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
E*Trade Securities Llc Alpharetta GA 05/2016 02/2020
E*Trade Capital Management Llc Alpharetta GA 05/2016 02/2020
E*Trade Securities Llc Alpharetta GA 02/2020 09/2023
E*Trade Capital Management Llc Alpharetta GA 02/2020 09/2023
Morgan Stanley Alpharetta GA 03/2023 09/2023
Morgan Stanley Alpharetta GA 09/2023 09/2023
Morgan Stanley Alpharetta GA 09/2023 09/2023
Oppenheimer & Co. Inc. Atlanta GA 09/2023 03/2025
Purshe Kaplan Sterling Investments Albany NY 03/2025 Present
Merit Financial Advisors Alpharetta GA 03/2025 Present
  • 05/2016 → 02/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 05/2016 → 02/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 02/2020 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 02/2020 → 09/2023
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 03/2023 → 09/2023
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 09/2023
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 09/2023
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 03/2025
    Oppenheimer & Co. Inc.
    Atlanta, GA
  • 03/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 03/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2023-10-04 → 2025-03-07
    Oppenheimer & Co. Inc.
    Atlanta, GA
  • 2023-09-05 → 2023-09-29
    Morgan Stanley
    Alpharetta, GA
  • 2016-05-27 → 2023-09-05
    Harrisdirect Llc
    Alpharetta, GA
    Arlington, VA
    Alpharetta, GA
    Alpharetta, GA
  • 2014-05-08 → 2016-01-11
    Osaic Services, Inc.
    Scottsdale, AZ
    Atlanta, GA
  • 2005-07-20 → 2014-04-09
    Msi Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Other Businesses

1. Merit Financial Advisors. Investment-related. At registered location. RIA. IAR. 03/2025. 160 hrs/month. 160 hrs during securities hrs. Service clients. 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-16
  • S66 Uniform Combined State Law Examination
    2005-06-16
Other Names
  • Lauren Eudora Lewis
  • Lauren Eudora Lewis
  • Lauren Lewis Parton
  • Lauren Lewis Parton

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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