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LM

Lewis A. Mcmurran

A&M ADVISORY
PUYALLUP, WA
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CRD#: 2911077
LM
Lewis Archer McmurranA&M ADVISORY

Professional summary


Lewis Archer Mcmurran, who also goes by Lewis A Mcmurran, Lewis Archer Mcmurran, Lewis Archer Mcmurran III, is a registered financial advisor currently at A&M ADVISORY LLC located in Puyallup, Washington.

Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lewis has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Lewis A Mcmurran | Lewis Archer Mcmurran | Lewis Archer Mcmurran Iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) BLACK PEARL ADVANCED LLC - 10/1/2021 - 5806 119th Avenue SE, Suite A, Bellevue, WA 98006 - Licensed insurance agent, take applications/seek clients/manage process, Not Investment Related. 4-6/hrs per week 20-30 hours/month (during trading hours). 2.) A&M ADVISORY LLC - 11/1/2021 - 5701 115th Avenue Court E, Puyallup, WA 98372 - Principal - RIA entity, Investment related.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 6, 2026 - Present

A&M ADVISORY LLC

CRD#: 317768
PUYALLUP, WA
Past

May 24, 2022 - March 8, 2023

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

April 7, 2022 - March 8, 2023

TLG ADVISORS, INC.

RIA
CRD#: 111052
Bellevue, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(8/6/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 5/31/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/22/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/23/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


AA
A&M ADVISORY LLC
A&M ADVISORY LLC

CRD#: 317768 / SEC#:

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Contact information


Main Address
Puyallup, WA
Mailing Address
30 N. Gould St. Suite R, Sheridan, WY 82801
Phone number
(253) 653-5331
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
CaliforniaERA - Withdrawn7/3/2025
NevadaERA - Withdrawn7/3/2025
WashingtonERA - Withdrawn7/3/2025
WyomingERA - Withdrawn7/3/2025

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


A&M ADVISORY LLC

CRD#: 317768Puyallup, WA

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