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RIA / WealthAdvisor34 years in industry

EDWARD BRETT LEWIS

Advisor at AGP FRANKLIN, LLC

FRANKLIN, TN

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Search this name across graphsid dfx:ria:776b35db-54a2-2905-d537-c16575c3f6ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2004 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: AGP FRANKLIN, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 2, 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: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jul 2, 1992
First registration: Jun 30, 2004
Dual registered: no
IAPD individual key: 2248235

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
AGP FRANKLIN, LLC	Independent wealth	Sep 3, 2024	n/a	yes	FRANKLIN, TN\|FRANKLIN, TN	Current employment
EUDAIMONIA PARTNERS, LLC	Former SEC adviser	Sep 16, 2020	Sep 3, 2024	no	Franklin, TN\|WINCHESTER, TN	Previous registration
MORGAN STANLEY	Wirehouse	Apr 1, 2011	Sep 9, 2020	no	Franklin, TN	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jun 30, 2004	Apr 11, 2011	no	NASHVILLE, TN\|SHELBYVILLE, TN\|FAYETTEVILLE, TN	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
EUDAIMONIA PARTNERS, LLC	AGP FRANKLIN, LLC	Sep 3, 2024	Sep 3, 2024	0	Firm change	RIA to new firm
MORGAN STANLEY	EUDAIMONIA PARTNERS, LLC	Sep 9, 2020	Sep 16, 2020	7	Firm change	Wirehouse to RIA
MORGAN KEEGAN & COMPANY, LLC	MORGAN STANLEY	Apr 11, 2011	Apr 1, 2011	-10	Firm change	Other

Relationships

Registered with (4)

→ AGP FRANKLIN, LLCRegistered adviserregistration: current employment
Sep 3, 2024 to presentfactForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 16, 2020 to Sep 3, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Apr 1, 2011 to Sep 9, 2020factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jun 30, 2004 to Apr 11, 2011factForm ADV

Dated events

Occurred
Sep 3, 2024
Advisor changed firm
Edward Brett Lewis left Eudaimonia Partners, Llc for Agp Franklin, Llc (registered 2024-09-03)
Form ADVobserved 6 days ago