Tpeg Securities, LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 146726
- Registered since
- August 20, 2008
- Website
- www.trinityinvestors.com
Firm profile
FINTRXOverview
Tpeg Securities, LLC is organized as a limited liability company and has been SEC-registered since 2008. The firm is recorded as being individually owned and is classified in the dataset as "unclassified." Reported characteristics indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm is not flagged as newly formed, nor as a pension consultant or related adviser. The provided records do not include details on business activities, advisory services, client types, or fee arrangements.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 25
Daniel Meader
Managing PartnerCRD 4789581
Kathryn Booth
Advisory PartnerCRD 854962

Pat Swanson
Compliance/Advisory PartnerCRD 2374789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southlake, TX
Tarrant
Location
Southlake, TX
Headquartered in Southlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 2102 E State Highway 114
- Time zone
- CT (UTC-6)
- Office locations
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