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Inactive

Tareq Jallaf

Hilltop Wealth & Tax Solutions

Royal Oak , MI

Mishawaka, IN

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Current Employers
Hilltop Wealth & Tax Solutions

4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-20
  • MI RA
    APPROVED
    Since 2026-05-20

Branch Locations

333 W 7Th Street #250, Royal Oak , MI 48067 • United States

4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • 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
University Of Vermont Burlington VT 08/2014 12/2018
Unique Wealth Strategies Burr Ridge IL 04/2019 11/2019
Northern Illinois University Dekalb IL 01/2020 05/2021
Unemployed Dekalb IL 05/2021 08/2021
Hilltop Wealth Solutions Mishawaka IN 08/2021 Present
Unemployed Franklin Park IL 01/2019 03/2019
  • 08/2014 → 12/2018
    University Of Vermont
    Burlington, VT
  • 04/2019 → 11/2019
    Unique Wealth Strategies
    Burr Ridge, IL
  • 01/2020 → 05/2021
    Northern Illinois University
    Dekalb, IL
  • 05/2021 → 08/2021
    Unemployed
    Dekalb, IL
  • 08/2021 → Present
    Hilltop Wealth Solutions
    Mishawaka, IN
  • 01/2019 → 03/2019
    Unemployed
    Franklin Park, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-08
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES

Other Investors

Karl Maurits Heusinkveld
Jackie Lynn Boesman
Adam G Partridge
ANITA ANN Murray
CLAYTON DEREK NISSAN
Jasmine Lamia Ross
Brian D'Ziurman
DAWN MARIE CHALTRAW-LEVY

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAND, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Westland, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · WESTLAND, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Westland, MI
J.P. MORGAN SECURITIES LLC · WESTLAND, MI
J.P. MORGAN SECURITIES LLC · WAYNE, MI
J.P. MORGAN SECURITIES LLC · WESTLAND, MI
CITIZENS SECURITIES, INC. · CANTON, MI

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