Best Investors Account Sign in
Inactive

Richard Craig Arellano

Trinity Investment Management, LLC

Fort Worth, TX

Claim This Profile
Current Employers
Trinity Investment Management, Llc

201 Main Street Suite 1198, Fort Worth, TX 76102 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-03-21
TX RA APPROVED 2024-03-21
  • IL RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

201 Main Street Suite 1198, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jefferies & Company, Inc. Dallas TX 01/2001 Present
Trinity Investment Management, Llc Fort Worth TX 01/2024 Present
Trinity Investment Management Fort Worth TX 01/2024 Present
Kleinheinz Capital Partners Fort Worth TX 05/2006 01/2020
Stadtler Capital Management Fort Worth TX 02/2022 11/2023
Unemployed Fort Worth TX 02/2020 02/2022
  • 01/2001 → Present
    Jefferies & Company, Inc.
    Dallas, TX
  • 01/2024 → Present
    Trinity Investment Management, Llc
    Fort Worth, TX
  • 01/2024 → Present
    Trinity Investment Management
    Fort Worth, TX
  • 05/2006 → 01/2020
    Kleinheinz Capital Partners
    Fort Worth, TX
  • 02/2022 → 11/2023
    Stadtler Capital Management
    Fort Worth, TX
  • 02/2020 → 02/2022
    Unemployed
    Fort Worth, TX
Other Businesses

I am the investment manager for Blue Jay Capital Partners, Llc. I have not received any commissions from this entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-21
S63 Uniform Securities Agent State Law Examination 2000-04-17
  • S65 Uniform Investment Adviser Law Examination
    2024-03-21
  • S63 Uniform Securities Agent State Law Examination
    2000-04-17

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor