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Advisor at INCLINE INVESTMENT ADVISORS, LLC
INCLINE VILLAGE, NV | BOCA RATON, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INCLINE INVESTMENT MANAGEMENT, LLC | State registered | Jan 1, 2026 | n/a | yes | INCLINE VILLAGE, NV | Current employment |
| INCLINE INVESTMENT ADVISORS, LLC | State registered | Feb 12, 2020 | n/a | yes | BOCA RATON, FL|INCLINE VILLAGE, NV|BOCA RATON, FL | Current employment |
| NEWARC INVESTMENTS, INC. | n/a | May 12, 2021 | Nov 1, 2021 | no | INCLINE VILLAGE, NV | Previous registration |
| PORTSMOUTH FINANCIAL SERVICES | n/a | Mar 18, 2016 | Jul 12, 2016 | no | SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWARC INVESTMENTS, INC. | INCLINE INVESTMENT MANAGEMENT, LLC | Nov 1, 2021 | Jan 1, 2026 | 1,522 | Firm change after gap | Other |
| PORTSMOUTH FINANCIAL SERVICES | INCLINE INVESTMENT ADVISORS, LLC | Jul 12, 2016 | Feb 12, 2020 | 1,310 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122716:293335:NV:2021-11-01 | Nov 1, 2021 | Jan 1, 2026 | INCLINE VILLAGE, NV | Firm change after gap |