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 shown in filings as having registered with the SEC in 2008. Ownership is recorded as an individual owner and the firm’s regulatory classification is listed as unclassified. The dataset flags several negative attributes rather than stated capabilities: Tpeg Securities is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and is not designated as a pension consultant or related adviser. Public filings in the dataset do not describe the firm’s fee schedule, client types, core business activities, or advisory offerings.
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 27TRENT TOMLIN
Strategic PartnerCRD 2630748
Kevin Carringer
Senior AssociateCRD 7335668
Erin Cleveland
Client Relations LeadCRD 6501224
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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