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PT

Pooja Thairani

TPG CAPITAL BD
FORT WORTH, TX 76102
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CRD#: 7869698
PT
Pooja ThairaniTPG CAPITAL BD

Professional summary

Pooja Thairani is a registered financial professional currently at TPG CAPITAL BD, LLC located in Fort Worth, Texas.

Pooja is registered as a RR (Registered Representative) and started their career in finance in 2024. Pooja has worked at 2 firms and has passed the Series 27 exam.

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 Pooja Thairani'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

June 18, 2026 - Present

TPG CAPITAL BD, LLC

Office #1: 301 Commerce Street Ste 3300, Fort Worth, TX 76102
BD
CRD#: 143876
FORT WORTH, TX
Past

March 8, 2024 - April 21, 2026

COMERICA SECURITIES

BD
CRD#: 17079
DALLAS, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Principal/Supervisory Exam
RR
Series 27
Date: 3/8/2024
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TPG CAPITAL BD, LLC
TPG CAPITAL BD, LLC

CRD#: 143876 / SEC#: , 8-67616

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

Main Address
301 Commerce Street Ste 3300, Fort Worth, TX 76102
Mailing Address
301 Commerce Street Ste 3300, Fort Worth, TX 76102
Phone number
(817) 871-4000
Established
Texas since 03/21/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TPG BD ADVISORS, LLCSOLE MEMBER
DAVIDSON, MARTIN LOUISFINOP AND PRINCIPAL FINANCIAL OFFICER5330788
UMAYAM, MICHAELCHIEF COMPLIANCE OFFICER6814011
WEINGART, JACK CHARLESCEO1879144

Red Flags

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Company Information

TPG CAPITAL BD, LLC

CRD#: 143876Fort Worth, TX 76102

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