Last Updated: November 2025 (Southlake, TX)
Daniel S. Meader Investigation Summary
Here’s what you need to know about Southlake, TX, stockbroker Daniel S. Meader:
- Name: Daniel Shrigley Meader
- Current Employers:
- Trinity Investors Fund Advisors, LLC
- TPEG Securities, LLC
- Function: Stockbroker / Financial Advisor
- Aliases: Daniel Meader
- Primary Location: Southlake, TX
- CRD: 4789581
- Can Daniel Meader be sued in FINRA arbitration? Yes
- Sanctioned by FINRA: No
- Customer Disputes: Recent claim submitted by customer denied by company.
If you’ve sustained damages from Mr. Meader, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Daniel Meader As Your Stockbroker?
A customer complaint filed on June 12, 2024, alleged that Daniel Meader provided unsuitable recommendations related to private placement investments in Direct Participation Programs (DPPs) and Limited Partnership (LP) interests. The alleged damages were $400,000. The complaint was denied by the employing firm, TPEG Securities, LLC, on July 25, 2024. It appears that the customer has not taken further action at this point.
See below for our advice should you have a claim for damages denied.
Alternative Investments: These are assets that are not stocks, bonds or cash. Alternative investments generally fall within five categories: hedge funds, private capital, natural resources (oil and gas, energy), real estate (REITs) and infrastructure. They are typically less liquid that conventional investments, less regulated with higher fees and generally higher risk. For more investigations involving Alternative Investments, see this.
Has Your Brokerage Firm “Denied” Your Claim for Damages Due to Stockbroker Malpractice?
It is quite common (and predictable as well) for brokerage firms to deny a customer’s complaint made directly to the company. Firms know that in many, if not most, instances telling the customer “we don’t think it’s our fault” will be the end to the problem.
Firms seldom, if ever, offer adequate resolution when a customer deals directly with the brokerage firm. In the unlikely event the firm does actually agree to discuss settlement , the firm will generally attempt to have you settle your case for a fraction of what it is worth.
If you think there is a problem with the way your account has been handled, or if you have had your claim “denied”, talk to an experienced securities attorney to learn your rights and to learn what the true value of your claim may be.
Who is TPEG Securities (Trinity Investors) ?
TPEG Securities LLCs’ main address is 2102 E. State Hwy 114, Suite 300, Southlake, TX, 76092. They were approved for SEC registration 8/20/2008. At the time of this posting Sanjay Chandra is managing member of the LLC, Daniel S. Meader is managing member, CEO, CCO and executive representative, FINOP is Lauren Nicole Trousdale.
TPEG Securities (Trinity Investors) is licensed in 52 states as well as with the SEC and FINRA. Their FINRA record indicates that types of business are: Private placement of securities, merger and acquisition activity and corporate finance. The company discloses two regulatory events: A fine of $8.950 in 2020 by Connecticut regulators for selling securities without being registered in the state and a fine of $25,000 in 2020 by FINRA for selling private placements prior to registration.
Recover Your Investment Losses Now With Rex Securities Law
If you have suffered investment losses in an account handled by Daniel Meader, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.