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Current Employers
Leclair Wealth Partners

6515 Longshore Loop Suite 100, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-08
  • NY RA
    APPROVED
    Since 2026-04-08

Branch Locations

New York, NY • United States

6515 Longshore Loop Suite 100, Dublin, OH 43017 • 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
Whitehall & Company Llc New York NY 04/2019 02/2021
Manhattan Venture Partners New York NY 09/2018 12/2018
Wells Fargo Portland OR 06/2018 08/2018
Fordham University New York NY 08/2018 12/2020
Gnc Inc. Portland OR 05/2017 08/2017
Portland State University Portland NY 09/2017 06/2018
College Of The Redwoods Eureka CA 08/2016 05/2017
Whitehall & Company Llc New York NY 02/2021 05/2021
Smc Management, Llc New York NY 05/2021 06/2023
Infra Build Holdings, Llc New York NY 10/2023 07/2024
Leclair Capital Partners, Llc New York NY 11/2024 Present
Unison Us Opco, Llc New York NY 07/2023 08/2023
Leclair Wealth Partners New York NY 01/2026 Present
Arch Cape Company, Llc New York NY 06/2024 Present
Gt Securities, Inc. Los Angeles CA 02/2026 Present
  • 04/2019 → 02/2021
    Whitehall & Company Llc
    New York, NY
  • 09/2018 → 12/2018
    Manhattan Venture Partners
    New York, NY
  • 06/2018 → 08/2018
    Wells Fargo
    Portland, OR
  • 08/2018 → 12/2020
    Fordham University
    New York, NY
  • 05/2017 → 08/2017
    Gnc Inc.
    Portland, OR
  • 09/2017 → 06/2018
    Portland State University
    Portland, NY
  • 08/2016 → 05/2017
    College Of The Redwoods
    Eureka, CA
  • 02/2021 → 05/2021
    Whitehall & Company Llc
    New York, NY
  • 05/2021 → 06/2023
    Smc Management, Llc
    New York, NY
  • 10/2023 → 07/2024
    Infra Build Holdings, Llc
    New York, NY
  • 11/2024 → Present
    Leclair Capital Partners, Llc
    New York, NY
  • 07/2023 → 08/2023
    Unison Us Opco, Llc
    New York, NY
  • 01/2026 → Present
    New York, NY
  • 06/2024 → Present
    Arch Cape Company, Llc
    New York, NY
  • 02/2026 → Present
    Gt Securities, Inc.
    Los Angeles, CA
Other Businesses

Owner of Arch Cape Company LLC, a consulting accounting and finance business located at 51 E 34th Street Apt 2b, New York, New York 10016. The entity operated temporarily in 2024 for a few months as a vehicle for a consulting engagement, with duties including financial modeling and reporting for small businesses. Paid as a 1099 contractor. No ongoing hours are devoted to this activity. Activity commenced June 4, 2024. Non-investment related activity. Investment Advisor Representative at LeClair Wealth Partners, a Registered Investment Advisor located at 6515 Longshore Loop STE 100, Dublin, OH 43017. Responsible for providing investment advisory services for a sister company RIA. Devotes approximately 40 hours per month, all during securities trading hours. Activity commenced January 1, 2026. Investment related activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-21
S65 Uniform Investment Adviser Law Examination 2017-09-21
  • S66 Uniform Combined State Law Examination
    2026-02-21
  • S65 Uniform Investment Adviser Law Examination
    2017-09-21
Other Names
  • Bobby Mazzocco

View on SEC IAPD

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