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Jeremy Ty Pendergrass

Meriwether Wealth & Planning, LLC

Minden, LA

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Current Employers
Meriwether Wealth & Planning, Llc

1000 Broadway St, Minden, LA 71055 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-01-15
TX RA APPROVED 2021-01-15
  • LA RA
    APPROVED
    Since 2021-01-15
  • TX RA
    APPROVED
    Since 2021-01-15

Branch Locations

1000 Broadway St, Minden, LA 71055 • 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
OrganizationCityStateFromTo
Argent Advisors. Inc. Monroe LA 07/2019 01/2021
Riverstone Software Ruston LA 09/2018 02/2019
The Bridge Community Church Ruston LA 07/2013 08/2018
Pendergrass Management, Llc Ruston LA 05/2017 Present
Meriwether Wealth & Planning, Llc Minden LA 01/2021 Present
  • 07/2019 → 01/2021
    Monroe, LA
  • 09/2018 → 02/2019
    Riverstone Software
    Ruston, LA
  • 07/2013 → 08/2018
    The Bridge Community Church
    Ruston, LA
  • 05/2017 → Present
    Pendergrass Management, Llc
    Ruston, LA
  • 01/2021 → Present
    Minden, LA
Previous Registrations
Other Businesses

Since 5/2017, I have been the owner of Pendergrass Management, LLC, non investment related,coaching and consultant firm, located at 1000 Chase Lane, Ruston, LA 71270. Duties include life coaching with business and non-profit leaders; meet with them to discuss goals/objectives, obstacles, and develop action steps to achieve desired results. Approximately 8 hours per month is devoted to this entity, none of the time during security trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-30
  • S65 Uniform Investment Adviser Law Examination
    2019-07-30

View on SEC IAPD

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