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6515 Longshore Loop Suite 100, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-08 |
Branch Locations
6515 Longshore Loop Suite 100, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
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