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RIA / WealthAdvisor10 years in industry

MEREDITH Lynn FARBER

Advisor at PENNINGTON PARTNERS & CO., LLC

BETHESDA, MD

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Search this name across graphsid dfx:ria:c4cd4858-bf3b-20a3-0227-7605f78e6e19

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 24, 2016 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: PENNINGTON PARTNERS & CO., 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: Feb 9, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 9, 2016
First registration: Mar 24, 2016
Dual registered: no
Other names: MEREDITH L WALKER|MEREDITH LYNN WALKER|MEREDITH LYNN FARBER|MEREDITH L FARBER
IAPD individual key: 5353447

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
PENNINGTON PARTNERS & CO., LLC	Independent wealth	May 26, 2026	n/a	yes	BETHESDA, MD	Current employment
Corient	Independent wealth	Jan 17, 2023	Jul 14, 2025	no	MIAMI, FL\|NEW YORK, NY\|New York, NY	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 18, 2016	May 24, 2021	no	STAMFORD, CT\|NEW YORK, NY	Previous registration
CAMPBELL WILLIAMS, INC.	State registered	Mar 24, 2016	Aug 3, 2016	no	CORAL GABLES, FL	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
Corient	PENNINGTON PARTNERS & CO., LLC	Jul 14, 2025	May 26, 2026	316	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	Corient	May 24, 2021	Jan 17, 2023	603	Firm change after gap	Wirehouse to RIA
CAMPBELL WILLIAMS, INC.	UBS FINANCIAL SERVICES INC.	Aug 3, 2016	Nov 18, 2016	107	Firm change	Other

Relationships

Registered with (4)

→ PENNINGTON PARTNERS & CO., LLCRegistered adviserregistration: current employment
May 26, 2026 to presentfactForm ADV
→ CORIENTRegistered adviserregistration: previous registration
Jan 17, 2023 to Jul 14, 2025factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 18, 2016 to May 24, 2021factForm ADV
→ CAMPBELL WILLIAMS, INC.Registered adviserregistration: previous registration
Mar 24, 2016 to Aug 3, 2016factForm ADV

Dated events

Occurred
Jul 14, 2025
Advisor changed firm
Meredith Lynn Farber left Corient for Pennington Partners & Co., Llc (registered 2026-05-26)
Form ADVobserved 6 days ago