Tpeg Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Southlake, Texas
CRD number
146726
Registered since
August 20, 2008

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 26
  • Daniel Meader

    Daniel Meader

    Managing PartnerCRD 4789581

  • Kathryn Booth

    Advisory PartnerCRD 854962

  • Pat Swanson

    Pat Swanson

    Compliance/Advisory PartnerCRD 2374789

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Wealth teams

FINTRX

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