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RM

Richard J. Maggipinto

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CRD#: 858676
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard John Maggipinto was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1978. Richard had worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 17, 2001 - December 23, 2015

HILLTOP SECURITIES INC.

BD
CRD#: 6220
ALISO VIEJO, CA
Past

December 16, 1998 - August 17, 2001

O'CONNOR SECURITIES

BD
CRD#: 17634
NEWPORT BEACH, CA
Past

April 1, 1996 - March 17, 1998

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
GLENDALE, CA
Past

September 11, 1990 - April 1, 1996

BANCAL INVESTMENT SERVICES, INC.

BD
CRD#: 17122
Past

April 1, 1989 - August 24, 1990

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

October 9, 1987 - October 6, 1988

MIDLAND MONTAGU SECURITIES INC.

BD
CRD#: 18166
Past

March 29, 1984 - October 2, 1987

J.C. BRADFORD & CO.

BD
CRD#: 1287
Past

January 30, 1984 - March 2, 1984

J. DAVID SECURITIES, INC.

BD
CRD#: 10000
Past

October 31, 1983 - January 1, 1984

J. DAVID MUNICIPALS AND GOVERMENTS, INC.

BD
CRD#: 13932
Past

September 1, 1983 - October 26, 1983

J. DAVID SECURITIES, INC.

BD
CRD#: 10000
Past

April 22, 1980 - September 6, 1983

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

November 1, 1978 - December 6, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HILLTOP SECURITIES INC.
HILLTOP SECURITIES INC.
HILLTOP SECURITIES INC. | SWS SECURITIES, INC. | SWS SECURITIES INC. | SOUTHWEST SECURITIES, INC.

CRD#: 6220 / SEC#: 801-55529, 8-45123

RIA
Registered Investment Advisory firm - SEC (6/10/1998 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HILLTOP SECURITIES INC.
HILLTOP SECURITIES INC.
HILLTOP SECURITIES INC. | SWS SECURITIES, INC. | SWS SECURITIES INC. | SOUTHWEST SECURITIES, INC.

CRD#: 6220 / SEC#: 801-55529, 8-45123

RIA
Registered Investment Advisory firm - SEC (6/10/1998 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
717 N. Harwood Street Suite 3400, Dallas, TX 75201
Mailing Address
717 Harwood Street Suite 3400, Dallas, TX 75201
Phone number
(214) 953-4000
Established
Delaware since 12/31/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
91

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

HILLTOP HORIZON PROGRAM BROCHURE 11/12/2025 (11/12/2025)

Direct owners and executive officers


NamePositionCRD#
HILLTOP SECURITIES HOLDINGS, LLCPARENT
ALEXANDER, LAURA BONNELLBOARD DIRECTOR2900382
BARTOLOTTA, MICHAEL GEORGEBOARD DIRECTOR1620103
COYA, SCOTT ANDREWCHIEF COMPLIANCE OFFICER2511281
EDGE, JOSEPH MICHAELBOARD DIRECTOR4326551
EDGE, JOSEPH MICHAELCHIEF FINANCIAL OFFICER4326551
LEVENTHAL, LAURATREASURER/CHIEF ACCOUNTING OFFICER/PRINCIPAL FINANCIAL OFFICER1175259
LEVENTHAL, LAURABOARD DIRECTOR1175259
MEDANICH, DAVID KINGBOARD DIRECTOR1030727
MUSCHALEK, JOHN RICHARDBOARD DIRECTOR2226859
PINEDA, ROMEO LINSANGANPRINCIPAL OPERATIONS OFFICER2193669
SOBEL, JONATHAN SCOTTCHAIRMAN1540818
WINGES, MARTIN BRADLEYCEO/PRESIDENT/DIRECTOR1929509
WITTNEBEN, BRIAN LANEGENERAL COUNSEL/SECRETARY4861905

Regulatory assets under management


Total Number of Accounts5,181
AUM (Assets Under Management)$ 2,254,166,069

Disclosures


Regulatory Event56
Arbitration22

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/21/2025
Cover Page
07/26/2024
07/20/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

CRD#: 6220

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