Tehrrek L. Fitzpatrick

TIP GROUP LLC

Houston, TX 77027

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CRD#: 4795609

Professional summary

Tehrrek Lee Fitzpatrick, who also goes by Tehrrek L Fitzpatrick, is a registered financial advisor currently at TIP GROUP LLC located in Houston, Texas.

Tehrrek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tehrrek has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tehrrek L Fitzpatrick

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.

1) NAME: The Fitzptrick Group LLC INV REL: No ADD: 1800 West Loop South, Suite 1800, Houston TX 77027 NATURE: S-CORP for the purposes of employing staff POSITION: CEO; START DATE:03/2016 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160. Tehhrek Fitzpatrick is the owner of IP Publishing. Tehhrek Fitzpatrick is the owner of Balls and Strikes: Rules of the Game Regarding Your 401(k). Tehhrek Fitzpartick is the owner of The Ideal Portfolio LLC. Tehrrek Fitzpatrick is a partial owner and board member of Pitch 59, a start-up technology company specializing in virtual marketing. Not Investment Related. Start Date: 2022-10-24; 688 Oak Lane Provo Utah 84604 ; Hour/Month: 2 outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tehrrek Lee Fitzpatrick'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®

None

Experience

Current

September 6, 2022 - Present

TIP GROUP LLC

Office #1: 1800 W. Loop S Suite 1800, Houston, TX 77027

RIA

CRD#: 322053

Houston, TX

Past

October 28, 2020 - June 15, 2022

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Houston, TX

Past

June 24, 2016 - June 15, 2022

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

HOUSTON, TX

Past

May 14, 2015 - January 13, 2016

OSAIC SERVICES, INC.

CRD#: 133763

HOUSTON, TX

Past

November 15, 2012 - April 2, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

LOS ANGELES, CA

Past

July 12, 2005 - October 1, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LOS ANGELES, CA

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.

Highlighted states indicate IAR registrations

IAR

Texas
(9/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/18/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/11/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TIP GROUP LLC

PROVESTOR LLC | TIP GROUP LLC

CRD#: 322053 / SEC#:

Indiana

Registered Investment Advisory firm - (10/1/2025 Approved)

Louisiana

Registered Investment Advisory firm - (4/23/2024 Approved)

Texas

Registered Investment Advisory firm - (9/6/2022 Approved)

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Contact information

Main Address

1800 W. Loop S Suite 1800, Houston, TX 77027

Mailing Address

Phone number

(713) 969-4500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	519
AUM (Assets Under Management)	$ 36,251,612

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.

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Tehrrek L. Fitzpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tehrrek Lee Fitzpatrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIP GROUP LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

OSAIC SERVICES, INC.

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2019

Series 63

Date: 8/8/2005

SIE

Date: 10/1/2018

Series 6

Date: 7/11/2005

Current Firm

TIP GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIP GROUP LLC

TRUST BUT VERIFY

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