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Phillip Westhoff

Incline Wealth

Cincinnati, OH

Cleves, OH

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Current Employers
Incline Wealth

Cleves, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-06-22
  • OH RA
    APPROVED
    Since 2021-06-22

Branch Locations

2368 Victory Parkway, Cincinnati, OH 45206 • United States

Cleves, OH • 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
Fidelity Investment Howe KY 12/2008 04/2017
Bb&T Retirement & Institutional Services Florence KY 04/2017 12/2020
Stearns Financial Cincinnati OH 01/2021 Present
Incline Wealth Cleves OH 06/2021 Present
  • 12/2008 → 04/2017
    Fidelity Investment
    Howe, KY
  • 04/2017 → 12/2020
    Bb&T Retirement & Institutional Services
    Florence, KY
  • 01/2021 → Present
    Stearns Financial
    Cincinnati, OH
  • 06/2021 → Present
    Incline Wealth
    Cleves, OH
Previous Registrations
  • 2017-05-11 → 2020-10-30
    Bb&T Institutional Investment Advisers, Inc.
    Florence, KY
    Greenville, SC
  • 2009-11-18 → 2017-05-04
    Strategic Advisers Llc
    Covington, KY
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-17
S63 Uniform Securities Agent State Law Examination 2009-06-01
  • S66 Uniform Combined State Law Examination
    2009-11-17
  • S63 Uniform Securities Agent State Law Examination
    2009-06-01
Other Names
  • Phillip A Westhoff

View on SEC IAPD

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ANDERS KRISTIAN JUEL
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JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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