TRB Securities, LLC
Firm details
- Headquarters
- Harlingen, Texas
- CRD number
- 322618
- Registered since
- November 13, 2023
Firm profile
FINTRXOverview
TRB Securities, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available snapshot and is not identified as a capital allocator. It does not list itself as an active ESG investor, and it is not designated as a multi-state adviser or a pension consultant. The dataset does not include a description of the firm’s specific advisory services, investment approach, client segments, or fee structure. Given the limited public detail, there is little visible information about team composition, product shelf, or typical client mandates. That lack of disclosure makes it difficult to characterize the firm’s investment style or the types of accounts it focuses on.
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
Owners & executives
2 of 2
Robert Coulter
Chief Compliance OfficerCRD 4211707

Michael Hebert
Chief Compliance OfficerCRD 1229298
Contacts
3 of 50
John Tippit
Executive Vice PresidentCRD 5809446

Mimi Tran
Market PresidentCRD 4749294

Kristy Johnson
FinOpCRD 4470948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Harlingen, TX
Cameron
Location
Harlingen, TX
Headquartered in Harlingen, TX, anchoring the Brownsville-Harlingen-Raymondville, TX metro in the South.
- Metro area
- Brownsville-Harlingen-Raymondville, TX
- Region
- South
- County
- Cameron
- Address
- 6770 W Expressway 83
- Time zone
- CT (UTC-6)
- Office locations
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