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Tyrus L. Pendergrass

Some features on this profile are disabled
CRD#: 1156182
TP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tyrus Lamar Pendergrass, CFP®, who also goes by Ty Pendergrass, was a registered financial professional .

Tyrus is a previously registered financial professional and started their career in finance in 1983. Tyrus had 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"?
No

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.
The advisor shows no other business activity.

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®
CFP®

Certified Financial Planner

Experience

Past

January 15, 2021 - December 31, 2025

MERIWETHER WEALTH & PLANNING, LLC

RIA
CRD#: 310713
MINDEN, LA
Past

October 11, 2011 - February 4, 2021

LPL FINANCIAL LLC

BD
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.

BD
CRD#: 13787
MINDEN, LA
Past

January 2, 2003 - August 26, 2005

SAMCO FINANCIAL SERVICES, INC.

BD
CRD#: 30108
PHOENIX, AZ
Past

August 14, 1990 - December 31, 2002

ARGENT INVESTMENT SERVICES, INC.

BD
CRD#: 25624
RUSTON, LA
Past

July 21, 1983 - June 12, 1990

EDWARD JONES

BD
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".
MW
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/1/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/27/1990
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/9/1990
General Securities Principal Examination

Current Firm

MW
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
8

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,271
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.

Company Information

MERIWETHER WEALTH & PLANNING, LLC

CRD#: 310713

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