Terrence Jude Heil

Current Employers

United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-10-01

OH RA
APPROVED

Since 2025-10-01

Branch Locations

Wickliffe, OH • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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

Organization	City	State	From	To
Cetera Advisor Network Llc	Madison	OH	03/2019	09/2019
Amfg Wealth Management Llc	Berea	OH	09/2019	11/2020
Westpoint Wealth Management, Llc	Berea	OH	03/2019	09/2025
Gross Investments Llc	Brunswick	OH	11/2020	06/2022
Wells Fargo Advisors	Cleveland	OH	07/2008	10/2018
Unemployed	Wickliffe	OH	10/2018	03/2019
Talkbackfans, Llc	Wickliffe	OH	04/2017	Present
Westpoint Wealth Management, Llc	Berea	OH	10/2020	09/2025
United Advisor Group Dba Capital T Partners	Cincinnati	OH	09/2025	Present

03/2019 → 09/2019

Cetera Advisor Network Llc

Madison, OH
09/2019 → 11/2020

Amfg Wealth Management Llc

Berea, OH
03/2019 → 09/2025

Westpoint Wealth Management, Llc

Berea, OH
11/2020 → 06/2022

Gross Investments Llc

Brunswick, OH
07/2008 → 10/2018

Wells Fargo Advisors

Cleveland, OH
10/2018 → 03/2019

Unemployed

Wickliffe, OH
04/2017 → Present

Talkbackfans, Llc

Wickliffe, OH
10/2020 → 09/2025

Westpoint Wealth Management, Llc

Berea, OH
09/2025 → Present

United Advisor Group Dba Capital T Partners

Cincinnati, OH

Previous Registrations

2020-10-14 → 2026-02-27

Westpoint Wealth Management, Llc

Berea, OH
2020-11-27 → 2022-07-11

Gross Investments Llc

Valley City, OH

Brunswick, OH
2019-09-13 → 2020-11-03

Amfg Wealth Management Llc

Berea, OH

Westlake, OH
2019-03-08 → 2019-09-25

Cetera Wealth Services, Llc

Madison, OH
2008-07-10 → 2018-10-05

Wells Fargo Clearing Services, Llc

Pepper Pike, OH

Cleveland, OH

Cleveland, OH

Pepper Pike, OH
1999-08-16 → 2008-07-24

Ubs Financial Services Inc.

Cleveland, OH

Cleveland, OH

Other Businesses

1.) NAME OF OTHER BUSINESS: Capital T Partners INVESTMENT RELATED: No ADDRESS: 695 Bryn Mawr Ave. Wickliffe, OH 44092 NATURE OF BUSINESS: INSURANCE START DATE: 9/2025 APX NUMBER OF HOURS PER WEEK: Varies APX NUMBER OF HOURS DURING TRADING HOURS: Varies POSITION/TITLE/RELATIONSHIP: Insurance Agent BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2.) NAME OF OTHER BUSINESS: SPORTS PODCAST INVESTMENT RELATED: NO ADDRESS: N/A NATURE OF BUSINESS: PODCAST START DATE: 04/2017 POSITION/TITLE/RELATIONSHIP: CO-HOST APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: SPORTS TALK SHOW AND LIVE SPORTS EVENT COVERAGE TalkBackFans, LLC is an entity in which I am the lead broadcaster of a sports podcast that covers high school and college sporting events.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-11-02
S63	Uniform Securities Agent State Law Examination	1992-10-05

S65 Uniform Investment Adviser Law Examination

1992-11-02
S63 Uniform Securities Agent State Law Examination

1992-10-05

Other Names

Terry Heil

View on SEC IAPD