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Lauren Michelle Dalton

Merit Financial Advisors

Alpharetta, GA

Pocatello, ID

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-14
  • ID RA
    APPROVED
    Since 2025-03-14

Branch Locations

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

275 S. 5Th Ave, Ste 151, Pocatello, ID 83201 • 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
Sanctuary Wealth Management Pocatello ID 04/2015 03/2025
Kalos Capital Alpharetta GA 08/2017 09/2019
Merit Financial Advisors Alpharetta GA 03/2025 Present
H&R Block Pocatello ID 11/2017 04/2019
  • 04/2015 → 03/2025
    Sanctuary Wealth Management
    Pocatello, ID
  • 08/2017 → 09/2019
    Kalos Capital
    Alpharetta, GA
  • 03/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
  • 11/2017 → 04/2019
    H&R Block
    Pocatello, ID
Previous Registrations
  • 2017-08-31 → 2025-03-14
    Sanctuary Wealth Management, Llc
    Pocatello, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-31
  • S66 Uniform Combined State Law Examination
    2017-08-31
Other Names
  • Lauren Michelle Schaffer

View on SEC IAPD

Other Firms

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NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

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

More in Alpharetta, GA

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