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 an individual-owned limited liability company that registered with the SEC in 2008. The firm's regulatory profile in the provided record is sparse: it is classified as "Unclassified" and does not appear as a capital allocator, pension consultant, or related adviser. The dataset also flags that the firm is not an active ESG investor. The firm has not supplied descriptions of its advisory activities, client segments, fee structure, or typical business lines in the information provided. That lack of disclosed operating detail limits what can be said about its client focus or service model beyond its basic registration and ownership structure.
Assets & Accounts
Investments & Alternatives
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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