Tpeg Securities, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Southlake, Texas
CRD number
146726
Registered since
August 20, 2008

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 25
  • Daniel Meader

    Daniel Meader

    Managing PartnerCRD 4789581

  • Kathryn Booth

    Advisory PartnerCRD 854962

  • Pat Swanson

    Pat Swanson

    Compliance/Advisory PartnerCRD 2374789

Unlock 22 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth