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MD

Matthew T. Dagher

TRB CAPITAL MARKETS
DALLAS, TX 75201
Some features on this profile are disabled
CRD#: 1404089
MD

Professional summary

Matthew Thomas Dagher is a registered financial professional currently at TRB CAPITAL MARKETS, 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Thomas Dagher's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 14, 2025 - Present

TRB CAPITAL MARKETS, LLC

Office #1: Plaza Of The Americas, South Tower 600 North Pearl Street, Suite 2100, Dallas, TX 75201
BD
CRD#: 322618
DALLAS, TX
Past

January 22, 2016 - April 16, 2025

HILLTOP SECURITIES INC.

BD
CRD#: 6220
BOSTON, MA
Past

August 31, 2009 - January 22, 2016

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
BOSTON, MA
Past

October 10, 2006 - February 12, 2009

PIPER SANDLER & CO.

BD
CRD#: 665
BOSTON, MA
Past

October 17, 2005 - September 29, 2006

SAMCO CAPITAL MARKETS, INC.

BD
CRD#: 136532
BOSTON, MA
Past

March 7, 2005 - May 19, 2006

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
BOSTON, MA
Past

March 2, 1998 - March 18, 2005

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

November 14, 1994 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

August 31, 1992 - November 14, 1994

CLAYTON BROWN & ASSOCIATES, INC.

BD
CRD#: 3664
CHICAGO, IL
Past

June 25, 1991 - July 24, 1992

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

June 21, 1989 - June 17, 1991

E.A. MOOS & CO. L.P.

BD
CRD#: 7606
SUMMIT, NJ
Past

May 20, 1986 - June 28, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(5/20/2025)
RR
Texas
(4/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/22/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 4/14/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/1/2002
Municipal Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TRB CAPITAL MARKETS, LLC
ESTRADA HINOJOSA | TRB CAPITAL MARKETS, LLC

CRD#: 322618 / SEC#: , 8-70999

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
6770 West Expressway 83, Harlingen, TX 78552
Mailing Address
6770 West Expressway 83, Harlingen, TX 78552
Phone number
(956) 682-2265
Established
Texas since 08/19/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TEXAS REGIONAL BANKOWNER
COULTER, ROBERT VINCENTCHIEF COMPLIANCE OFFICER/MUNICIPAL SECURITIES PRINCIPAL4211707
HEBERT, MICHAEL JAMESCOMPLIANCE OFFICER/VP/SROP1229298
HINOJOSA, NOE JRPRESIDENT - MUNICIPAL BANKING1782212
JOHNSON, KRISTY KAYFINOP4470948
TIPPIT, JOHN LEE IVCEO/PRESIDENT OF CAPITAL MARKETS5809446

Red Flags

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.

Company Information

TRB CAPITAL MARKETS, LLC

CRD#: 322618Dallas, TX 75201

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