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 an SEC-registered limited liability company that first registered in 2008. The firm is owned by an individual and is classified in FINTRX as unclassified. Available records indicate Tpeg Securities does not self-identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. It also does not report pension consulting or related-adviser status. Public materials and the FINTRX snapshot provide minimal detail about the firm's advisory services, fee model, client segments, or investment process. There are no firm-provided descriptions of typical asset allocations, sectors of focus, or stated investment philosophies in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 25
  • Trent Tomlin

    Trent Tomlin

    Strategic PartnerCRD 2630748

  • Kevin Carringer

    Kevin Carringer

    Senior AssociateCRD 7335668

  • Erin Cleveland

    Client Relations LeadCRD 6501224

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