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6515 Longshore Loop Suite 100, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-12 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | New Albany | OH | 09/2011 | 10/2019 |
| Raymond James & Associates, Inc. | Upper Arlington | OH | 10/2019 | 11/2024 |
| Leclair Wealth Partners | Dublin | OH | 11/2024 | Present |
1. Name of Business: Rental Property 829 Carpenter, Address: 829 Carpenter Street, Columbus, OH, 43206, United States, Activity Type: Rental Real Estate, Position/Title: Owner/Proprietor, Investment Related: Yes, Start Date: 11/16/2020, Hours per month devoted to this business: 0-1, Hours per month devoted to this business during trading hours: 0-1, Description of duties: My husband and I are moving out of our current primary residence and will be renting it out. We are both joint owners of the home 2. Name of Business: LeClair Wealth Management, Address: 6515 Longshore Loop STE 100, Dublin, OH , 43017, United States, Activity Type: Insurance Sales, Position/Title: Agent, Investment Related: Yes, Start Date: 11/1/2024, Hours per month devoted to this business: 10-15, Hours per month devoted to this business during trading hours: 10-15, Description of duties: Selling insurance and variable products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-24 |
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