Matthew Thomas Dagher
Professional Summary
Matthew Thomas Dagher is a registered financial advisor currently at TRB SECURITIES, LLC located in Dallas, Texas. Matthew is registered as a RR (Registered Representative) and started their career in finance in 1986. Matthew has worked at 12 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
40 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ESTRADA HINOJOSA | TRB SECURITIES, LLC | TRB CAPITAL MARKETS, LLC
Contact Information
Main Address
6770 West Expressway 83, Harlingen, TX 78552Mailing Address
6770 West Expressway 83, Harlingen, TX 78552Phone Number
(956) 682-2265Established
Texas since 08/19/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEXAS REGIONAL BANK | OWNER | — |
| COULTER, ROBERT VINCENT | CHIEF COMPLIANCE OFFICER/MUNICIPAL SECURITIES PRINCIPAL | 4211707 |
| HEBERT, MICHAEL JAMES | COMPLIANCE OFFICER/VP/SROP | 1229298 |
| HINOJOSA, NOE JR | PRESIDENT - MUNICIPAL BANKING | 1782212 |
| JOHNSON, KRISTY KAY | FINOP | 4470948 |
| TIPPIT, JOHN LEE IV | CEO/PRESIDENT OF CAPITAL MARKETS | 5809446 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/20/2025)
(4/14/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Apr 2025About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Thomas Dagher's CRS (Customer Relationship Summary).
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