Tyrus L. Pendergrass

MERIWETHER WEALTH & PLANNING

Minden, LA 71055

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CRD#: 1156182

Professional summary

Tyrus Lamar Pendergrass, CFP®, who also goes by Ty Pendergrass, is a registered financial advisor currently at MERIWETHER WEALTH & PLANNING, LLC located in Minden, Louisiana.

Tyrus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Tyrus has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ty Pendergrass

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. 11/22/2011: REAL ESTATE RENTAL - COMMERCIAL OFFICE BUILDING - I OWN A COMMERCIAL OFFICE BUILDING - SUBDIVIDED INTO 4 RENTAL UNITS. MY SPOUSE MANAGES THIS PROPERTY. - TIME SPENT 0%. 2. 11/22/2011: PASSIVE INVESTMENT - FOREST OR TIMBERLAND - OWNERSHIP OF 120 ACRES I INHERITED. 3. 11/22/2011: PASSIVE INVESTMENT - FOREST OR TIMBERLAND - MY WIFE AND I (COMMUNITY PROPERTY) OWN 50% OF A 107 ACRES OF TIMBERLAND.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyrus Lamar Pendergrass's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 15, 2021 - Present

MERIWETHER WEALTH & PLANNING, LLC

Office #1: 1000 Broadway St, Minden, LA 71055

RIA

CRD#: 310713

Minden, LA

Past

October 11, 2011 - February 4, 2021

LPL FINANCIAL LLC

CRD#: 6413

MINDEN, LA

Past

March 15, 2006 - January 13, 2021

ARGENT ADVISORS, INC.

RIA

CRD#: 112028

MINDEN, LA

Past

August 29, 2005 - April 19, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

MINDEN, LA

Past

August 29, 2005 - October 11, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

MINDEN, LA

Past

January 2, 2003 - August 26, 2005

SAMCO FINANCIAL SERVICES, INC.

CRD#: 30108

PHOENIX, AZ

Past

August 14, 1990 - December 31, 2002

ARGENT INVESTMENT SERVICES, INC.

CRD#: 25624

RUSTON, LA

Past

July 21, 1983 - June 12, 1990

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERIWETHER WEALTH & PLANNING, LLC

MERIWETHER FINANCIAL ADVISORS, LLC | MERIWETHER WEALTH & PLANNING, LLC | MERIWETHER FINANCIAL ADVISORS. LLC

CRD#: 310713 / SEC#: 801-120142

RIA

Registered Investment Advisory firm - (1/14/2021 Approved)

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

Louisiana
(1/15/2021)

IAR

Missouri
(1/15/2021)

IAR

Texas
(1/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/1/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/27/1990

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/9/1990

General Securities Principal Examination

Current Firm

MERIWETHER WEALTH & PLANNING, LLC

MERIWETHER FINANCIAL ADVISORS, LLC | MERIWETHER WEALTH & PLANNING, LLC | MERIWETHER FINANCIAL ADVISORS. LLC

CRD#: 310713 / SEC#: 801-120142

RIA

Registered Investment Advisory firm - (1/14/2021 Approved)

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Contact information

Main Address

1000 Broadway St, Minden, LA 71055

Mailing Address

Phone number

(318) 377-1803

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- MERIWETHER WEALTH & PLANNING, LLC (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,271
AUM (Assets Under Management)	$ 263,227,511

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.

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Advisor Monitoring

Firm Stability Insights

Tyrus L. Pendergrass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyrus Lamar Pendergrass's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

ARGENT ADVISORS, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

SAMCO FINANCIAL SERVICES, INC.

ARGENT INVESTMENT SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

MERIWETHER WEALTH & PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/1/1983

SIE

Date: 10/1/2018

Series 7

Date: 7/16/1983

Series 53

Date: 11/27/1990

Series 24

Date: 7/9/1990

Current Firm

MERIWETHER WEALTH & PLANNING, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIWETHER WEALTH & PLANNING, LLC

TRUST BUT VERIFY

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