# TAYLOR HEIFETZ

TAYLOR HEIFETZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 6 firms. Currently registered with HILLTOP SECURITIES INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HILLTOP SECURITIES INC.](https://search.stillhousedata.com/firm/6220) | 2026-03-24 | present | Yes |
| [WORLD EQUITY GROUP, INC.](https://search.stillhousedata.com/firm/29087) | 2025-10-20 | 2025-11-06 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2025-02-11 | 2025-09-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2018-04-05 | 2025-01-02 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2016-12-05 | 2018-03-05 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2015-11-13 | 2016-10-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6439998)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6439998.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.