TAYLOR HEIFETZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 6 firms. Currently registered with HILLTOP SECURITIES INC..
| Firm | From | To | Current |
|---|---|---|---|
| HILLTOP SECURITIES INC. | 2026-03-24 | present | Yes |
| WORLD EQUITY GROUP, INC. | 2025-10-20 | 2025-11-06 | — |
| PRINCIPAL SECURITIES, INC. | 2025-02-11 | 2025-09-18 | — |
| CHARLES SCHWAB & CO., INC. | 2018-04-05 | 2025-01-02 | — |
| AVANTAX ADVISORY SERVICES | 2016-12-05 | 2018-03-05 | — |
| STRATEGIC ADVISERS LLC | 2015-11-13 | 2016-10-18 | — |