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Michael Falvey

Trinity Investment Management, LLC

Fort Worth, TX

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Current Employers
Trinity Investment Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-09-14
MI RA APPROVED 2023-09-14
NC RA APPROVED 2023-09-14
TX RA APPROVED 2023-09-14
  • IL RA
    APPROVED
    Since 2023-09-14
  • MI RA
    APPROVED
    Since 2023-09-14
  • NC RA
    APPROVED
    Since 2023-09-14
  • TX RA
    APPROVED
    Since 2023-09-14

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
Trinity Investment Management, Llc Fort Worth TX 08/2023 Present
Trinity Investment Management, Llc Fort Worth TX 06/2023 Present
Brick Wall Advisors, Llc Fort Worth TX 06/2021 05/2023
Graduate Student New Haven CT 08/2019 05/2021
United States Marine Corps Camp Pendleton CA 06/2014 07/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-13
  • S65 Uniform Investment Adviser Law Examination
    2023-09-13

View on SEC IAPD

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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

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