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 individually owned and is listed as an unclassified adviser. Public disclosures indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state or newly formed adviser. The firm has not supplied details about its advisory activities, client types, fee structure, or other business functions.
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 26
Trent 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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