Best Investors Account Sign in

Trevor Lane Hilz

Hilltop Securities Asset Management, LLC

Dallas, TX

Claim This Profile
Current Employers
Hilltop Securities Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-26
  • TX RA
    APPROVED
    Since 2025-03-26

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
Jpmorgan Securities Llc Mckinney TX 03/2015 09/2018
Jpmorgan Chase Bank, N.A. Mckinney TX 07/2016 09/2018
Jp Morgan Chase Bank, N.A. Plano TX 09/2018 05/2022
Jp Morgan Securities Llc Plano TX 09/2018 05/2022
Texas Capital Bank Private Wealth Advisors Dallas TX 05/2022 10/2023
Texas Capital Bank Dallas TX 05/2022 10/2023
Tcbi Securities Fort Worth TX 02/2023 10/2023
Unemployed Mckinney TX 11/2023 05/2024
Core Construction Frisco TX 06/2024 10/2024
Unemployed Mckinney TX 11/2024 02/2025
Hilltop Securities Inc. Dallas TX 03/2025 Present
  • 03/2015 → 09/2018
    Jpmorgan Securities Llc
    Mckinney, TX
  • 07/2016 → 09/2018
    Jpmorgan Chase Bank, N.A.
    Mckinney, TX
  • 09/2018 → 05/2022
    Jp Morgan Chase Bank, N.A.
    Plano, TX
  • 09/2018 → 05/2022
    Jp Morgan Securities Llc
    Plano, TX
  • 05/2022 → 10/2023
    Texas Capital Bank Private Wealth Advisors
    Dallas, TX
  • 05/2022 → 10/2023
    Texas Capital Bank
    Dallas, TX
  • 02/2023 → 10/2023
    Tcbi Securities
    Fort Worth, TX
  • 11/2023 → 05/2024
    Unemployed
    Mckinney, TX
  • 06/2024 → 10/2024
    Core Construction
    Frisco, TX
  • 11/2024 → 02/2025
    Unemployed
    Mckinney, TX
  • 03/2025 → Present
    Hilltop Securities Inc.
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-24
S63 Uniform Securities Agent State Law Examination 2014-05-03
  • S66 Uniform Combined State Law Examination
    2018-09-24
  • S63 Uniform Securities Agent State Law Examination
    2014-05-03
Other Names
  • Trevor Lane Hilz
  • Trevor L Hilz

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor