DM
Daniel S. Meader
TRINITY INVESTORS FUND ADVISORS
Southlake, TX 76092
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CRD#: 4789581
DM
Professional summary
Daniel Shrigley Meader is a registered financial advisor currently at TRINITY INVESTORS FUND ADVISORS, LLC located in Southlake, Texas and TPEG SECURITIES, LLC located in Southlake, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Daniel has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
TRINITY PRIVATE EQUITY GROUP d/b/a Trinity Investors, DIRECT INVESTING IN REAL ESTATE AND OPERATING COMPANIES, INVESTMENT RELATED, MANAGING PARTNER, 2006, 92102 E State Hwy 114, Suite 300, Southlake, TX, 76092, DEVOTE 160 HOURS/MONTH (100 HOURS DURING TRADING HOURS); Trinity Investors Funds Advisors (TIFA), registered investment advisor, investment related, indirect owner, 2023, 2102 E State Hwy 114, Suite 300, Southlake, TX, 76092, Devote 1 hours/month (1 hours during trading hours); RBN HOLDINGS, LLC, BOARD MEMBER AND PART TIME CONSULTANT, NOT INVESTMENT-RELATED, 925 S KIMBALL AVE SUITE 100, SOUTHLAKE TX 76092, 5 HOURS/MONTH; Chief Fire and Mechanical Corp, Board Member, not investment related, 10 W Broad Street Mt Vernon, NY, 10552, 4 to 6 hours/month; Beacon Mfg., Board Member - not investment related, 105 Donovan Dr, Alexandria, MN, 56308, 4 hours/month; Star Plastics, LLC, Board Member, not investment related, 326 Jack Burlingame Dr, Millwood, WV 25262, 4 hours/month; WPIA, LLC, Board Member, not investment related, 2745 Huntington Dr, Duarte, CA 91010, 4 hours per month; Devansoy, LLC, Board Member, not investment related, 10010 N Rock City Rd, Rock City, IL 61070, 4 hours/month; BSE Purchasing, President, not investment related, 925 S Kimball Avenue, Southlake, TX, 76092, 1 hour/month; KSA Partners, LLC, Owner/President, investment related, GP of Investment Fund - investment due diligence and allocation work, 925 Kimball Southlake Avenue, TX 76902, 10 hours/month; Meader Famco LLC, President, investment related, 400 Overlook Dr Colleyville, TX, 2 hours/month; Meader Family Investments, LP, investment related, 400 Overlook Dr, Colleyville, TX, 76034; TPEG Partners Capital II, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, September 2015, 925 S Kimball Ave Ste 100, Southlake, TX, 76092, 1 hour/month; TPEG Partners Capital III, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, March 2018, 925 S Kimball Ave Ste 100, Southlake, TX, 76092, 1 hour/month; TPEG Partners Capital IV, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, September 2019, 925 S Kimball Ave Ste 100, Southlake, TX, 76092, 5 hours/month; TPEG Partners Capital V, investment related, LLC used to invest in TPEG Securities offerings, President and Secretary, October 2021, 925 S. Kimball Ave Ste 100, Southlake, TX, 76092, 7 hours/month Mac 5 Energy LLC, Board Member, not investment related, 301 W 6th Street, Suite 301, Borger, TX, 79007, 1-2 hours/month
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Shrigley Meader's 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®
NoneExperience
Current
July 31, 2023 - Present
TRINITY INVESTORS FUND ADVISORS, LLC
Office #1: 2102 E State Hwy 114 Suite 300, Southlake, TX 76092RIA
CRD#: 314603
Southlake, TX
Current
August 20, 2008 - Present
TPEG SECURITIES, LLC
Office #1: 2102 E State Hwy 114 Suite 300, Southlake, TX 76092Office #2: 925 S. Kimball Ave. Suite 100,, Southlake, TX 76092BD
CRD#: 146726
Southlake, TX
Past
June 23, 2004 - December 22, 2010
TRINITY ADVISORS
RIA
CRD#: 131310
SOUTHLAKE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TRINITY INVESTORS FUND ADVISORS, LLC
TPEG OPCO ADVISORS LLC | TRINITY INVESTORS FUND ADVISORS, LLC
CRD#: 314603 / SEC#: 801-128471
RIA
Registered Investment Advisory firm - (7/28/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(10/18/2023)
RR
Alaska(7/19/2021)
RR
Arizona(7/5/2018)
RR
Arkansas(8/14/2020)
RR
California(1/5/2010)
RR
Colorado(9/12/2018)
RR
Connecticut(4/16/2015)
RR
Delaware(1/20/2022)
RR
District of Columbia(11/8/2018)
RR
Florida(2/27/2015)
RR
Georgia(9/23/2014)
RR
Hawaii(3/11/2015)
RR
Idaho(1/14/2019)
RR
Illinois(7/24/2019)
RR
Indiana(2/26/2018)
RR
Iowa(3/4/2014)
RR
Kansas(10/20/2014)
RR
Kentucky(1/20/2022)
RR
Louisiana(1/20/2022)
RR
Maryland(9/12/2018)
RR
Massachusetts(10/24/2014)
RR
Michigan(10/30/2014)
RR
Minnesota(2/20/2019)
RR
Mississippi(1/20/2022)
RR
Missouri(5/16/2014)
RR
Montana(9/11/2018)
RR
Nebraska(2/15/2019)
RR
Nevada(1/20/2022)
RR
New Hampshire(1/20/2022)
RR
New Jersey(9/30/2014)
RR
New Mexico(8/14/2020)
RR
New York(9/12/2018)
RR
North Carolina(9/12/2018)
RR
North Dakota(1/25/2022)
RR
Ohio(7/20/2023)
RR
Oklahoma(3/13/2019)
RR
Oregon(4/21/2015)
RR
Pennsylvania(2/12/2018)
RR
Puerto Rico(9/27/2022)
RR
Rhode Island(2/1/2018)
RR
South Carolina(9/12/2018)
RR
South Dakota(4/6/2022)
RR
Tennessee(4/19/2023)
RR
Texas(8/20/2008)
IAR
Texas(7/31/2023)
RR
Utah(2/6/2018)
RR
Vermont(6/24/2022)
RR
Virginia(11/20/2014)
RR
Washington(3/16/2016)
RR
West Virginia(6/16/2022)
RR
Wisconsin(1/20/2022)
RR
Wyoming(1/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TRINITY INVESTORS FUND ADVISORS, LLC
TPEG OPCO ADVISORS LLC | TRINITY INVESTORS FUND ADVISORS, LLC
CRD#: 314603 / SEC#: 801-128471
RIA
Registered Investment Advisory firm - (7/28/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2102 E State Hwy 114 Suite 300, Southlake, TX 76092
Mailing Address
Phone number
(817) 310-2900
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 572,305,764 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 6/29/2023 |
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.
