Tpeg Securities, LLC

Broker-DealerFINRA MemberEst. 2008
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 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

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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

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

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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