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RIA / WealthAdvisor33 years in industry

TERRENCE JUDE HEIL

Advisor at UNITED ADVISOR GROUP

CINCINNATI, OH | Wickliffe, OH

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Search this name across graphsid dfx:ria:4f62fe20-59ea-80bb-98cb-a773443fdfe3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 16, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITED ADVISOR GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 5, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 5, 1992
First registration: Aug 16, 1999
Dual registered: no
Other names: TERRY HEIL
IAPD individual key: 2277398

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED ADVISOR GROUP	Independent wealth	Oct 1, 2025	n/a	yes	Wickliffe, OH\|CINCINNATI, OH	Current employment
GROSS INVESTMENTS LLC	State registered	Nov 27, 2020	Jul 11, 2022	no	VALLEY CITY, OH\|BRUNSWICK, OH	Previous registration
WESTPOINT WEALTH MANAGEMENT, LLC	Independent wealth	Oct 14, 2020	Feb 27, 2026	no	BEREA, OH	Previous registration
AMFG WEALTH MANAGEMENT LLC	State registered	Sep 13, 2019	Nov 3, 2020	no	Berea, OH\|WESTLAKE, OH	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 8, 2019	Sep 25, 2019	no	MADISON, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 10, 2008	Oct 5, 2018	no	PEPPER PIKE, OH\|CLEVELAND, OH\|CLEVELAND, OH\|PEPPER PIKE, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 16, 1999	Jul 24, 2008	no	CLEVELAND, OH\|CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTPOINT WEALTH MANAGEMENT, LLC	GROSS INVESTMENTS LLC	Feb 27, 2026	Nov 27, 2020	-1,918	Firm change after gap	RIA to state RIA
GROSS INVESTMENTS LLC	UNITED ADVISOR GROUP	Jul 11, 2022	Oct 1, 2025	1,178	Firm change after gap	Other
AMFG WEALTH MANAGEMENT LLC	WESTPOINT WEALTH MANAGEMENT, LLC	Nov 3, 2020	Oct 14, 2020	-20	Firm change	Other
CETERA ADVISOR NETWORKS LLC	AMFG WEALTH MANAGEMENT LLC	Sep 25, 2019	Sep 13, 2019	-12	Firm change	Ibd to state RIA
WELLS FARGO ADVISORS	CETERA ADVISOR NETWORKS LLC	Oct 5, 2018	Mar 8, 2019	154	Firm change	Wirehouse to ibd
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Jul 24, 2008	Jul 10, 2008	-14	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
292160:310883:OH:2020-11-03	Nov 3, 2020	Oct 14, 2020	BEREA, OH	Firm change
13572:292160:OH:2019-09-13	Sep 25, 2019	Sep 13, 2019	MADISON, OH	Firm change

Relationships

Registered with (7)

→ UNITED ADVISOR GROUPRegistered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ WESTPOINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 14, 2020 to Feb 27, 2026factForm ADV
→ GROSS INVESTMENTS LLCRegistered adviserregistration: previous registration
Nov 27, 2020 to Jul 11, 2022factForm ADV
→ AMFG WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 13, 2019 to Nov 3, 2020factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 8, 2019 to Sep 25, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 10, 2008 to Oct 5, 2018factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 16, 1999 to Jul 24, 2008factForm ADV

Dated events

Occurred
Feb 27, 2026
Advisor changed firm
Terrence Jude Heil left Westpoint Wealth Management, Llc for Gross Investments Llc (registered 2020-11-27)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2022
Advisor changed firm
Terrence Jude Heil left Gross Investments Llc for United Advisor Group (registered 2025-10-01)
Form ADVobserved 4 days ago