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 is individually owned. Public filings and the supplied snapshot contain very limited operating detail: the firm is classified as "unclassified" and has not reported a capital allocation role or an ESG investing focus. Other reported flags indicate it is not a pension consultant, not designated as a related adviser, and it is not flagged as a multi-state adviser or a newly formed adviser. There is no material disclosure about the firm's advisory activities, client base, fee structure or typical investment approach in the source data. That lack of public detail makes it difficult to profile product mix, target clients, or portfolio construction preferences beyond the negative flags noted above.
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 26
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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