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Taylor Heifetz

Hilltop Securities Inc.

Dallas, TX

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Current Employers
Hilltop Securities Inc.

717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-24
  • TX RA
    APPROVED
    Since 2026-03-24

Branch Locations

717 N. Harwood Street Suite 3400, Dallas, TX 75201 • 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
Fidelity Brokerage Services Llc Westlake TX 01/2015 10/2016
Hd Vest Advisory Services Irving TX 10/2016 02/2018
Charles Schwab & Co., Inc. Westlake TX 03/2018 01/2025
Principal Life Insurance The Colony TX 01/2025 09/2025
Principal Securities Inc Des Moines IA 01/2025 09/2025
Wealthvest Marketing Inc. Bozeman MT 09/2025 Present
World Equity Group Inc. The Colony TX 10/2025 11/2025
Hilltop Securities Inc. Dallas TX 03/2026 Present
American Beacon Irving TX 02/2026 03/2026
  • 01/2015 → 10/2016
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 10/2016 → 02/2018
    Hd Vest Advisory Services
    Irving, TX
  • 03/2018 → 01/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2025 → 09/2025
    Principal Life Insurance
    The Colony, TX
  • 01/2025 → 09/2025
    Principal Securities Inc
    Des Moines, IA
  • 09/2025 → Present
    Wealthvest Marketing Inc.
    Bozeman, MT
  • 10/2025 → 11/2025
    World Equity Group Inc.
    The Colony, TX
  • 03/2026 → Present
    Hilltop Securities Inc.
    Dallas, TX
  • 02/2026 → 03/2026
    American Beacon
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-26
S63 Uniform Securities Agent State Law Examination 2015-03-10
  • S66 Uniform Combined State Law Examination
    2015-10-26
  • S63 Uniform Securities Agent State Law Examination
    2015-03-10
Other Names
  • Taylor E Heifetz
  • Taylor Estavan Heifetz

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
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