Inactive

James Zachary Pendleton

Fmp Wealth Advisers

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Current Employers

Fmp Wealth Advisers

6034 West Courtyard Drive Suite 380, Austin, TX 78730 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-08-05

TX RA
APPROVED

Since 2020-08-05

Branch Locations

6034 West Courtyard Drive Suite 380, Austin, TX 78730 • 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

Organization	City	State	From	To
Fmp Wealth Advisers	Austin	TX	05/2020	Present
First Financial Trust	Abilene	TX	01/2020	03/2020
Abilene Christian University	Abilene	TX	08/2016	05/2020

05/2020 → Present

Fmp Wealth Advisers

Austin, TX
01/2020 → 03/2020

First Financial Trust

Abilene, TX
08/2016 → 05/2020

Abilene Christian University

Abilene, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-05

S65 Uniform Investment Adviser Law Examination

2020-08-05

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION

EVERLONG FINANCIAL

HARRELL INVESTMENT PARTNERS, LLC

WEATHERGAGE CAPITAL, LLC

LBJ FAMILY WEALTH ADVISORS, LTD.

JAMES S. MARROQUIN, CFP

OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK

ALEXANDER BURTON YEAGER

Jonathan Martin Haefner

David Nathan Van Winkle

DILDA DEEPAK DALVI

ANNA VICTORIA BODINE

Stephanie Caroline Morgan

ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX

EVERLONG FINANCIAL · AUSTIN, TX

EDWARD JONES · Austin, TX

HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX

WEATHERGAGE CAPITAL, LLC · AUSTIN, TX

LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX

JAMES S. MARROQUIN, CFP · AUSTIN, TX

OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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