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Current Employers
Incline Investment Advisors, Llc

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
NV RA APP_PEND_IARCE 2026-01-01
NC RA APPROVED 2025-02-11
TX RA APPROVED 2020-02-12
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NC RA
    APPROVED
    Since 2025-02-11
  • TX RA
    APPROVED
    Since 2020-02-12

Branch Locations

7280 W Palmetto Park Rd Suite 301N, Boca Raton, FL 33433 • United States

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Boca Raton, FL • United States

Incline Investment Management, Llc

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APP_PEND_IARCE 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

920 Incline Way Suite 2D, Incline Village, NV 89451-7429 • 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
Incline Investment Management, Llc Incline Village NV 12/2009 Present
Parkhill Financial, Llc Incline Village NV 12/2010 12/2017
Sierra Nevada College Incline Village NV 08/2013 12/2016
Incline Investment Advisors, Llc Incline Village NV 11/2016 Present
Incline Investment Management, Llc Incline Village NV 04/2021 Present
Incline Investment Advisors, Llc Incline Village NV 12/2019 Present
Newarc Investments, Inc. Incline Village NV 05/2021 12/2021
Previous Registrations
  • 2021-05-12 → 2021-11-01
    Newarc Investments, Inc.
    Incline Village, NV
  • 2016-03-18 → 2016-07-12
    Portsmouth Financial Services
    San Rafael, CA
Other Businesses

Incline Management LLC, inv management firm specializing in systematic trading. CEO, start date 12/2009. 80 hours month. responsible for managing the business. and IAR, start date: 04/2021 Parkhill Financial LLC - non investment related business. Consulting practice. President. Start date 12-2010. 4 hours per month. Sole Proprietor. Incline Investment Advisors, LLC, RIA, Managing Member and IAR, start date: 11/2016, registered in 12/2019, 80 hours month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-18
S66 Uniform Combined State Law Examination 2016-02-23
S63 Uniform Securities Agent State Law Examination 2003-05-08
  • S65 Uniform Investment Adviser Law Examination
    2019-12-18
  • S66 Uniform Combined State Law Examination
    2016-02-23
  • S63 Uniform Securities Agent State Law Examination
    2003-05-08

View on SEC IAPD

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