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Current Employers
Echelons Capital, Llc

2078 Prospector Avenue Suite 4, Park City, UT 84060 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-25
UT RA APPROVED 2025-08-25
  • IL RA
    APPROVED
    Since 2025-08-25
  • UT RA
    APPROVED
    Since 2025-08-25

Branch Locations

2078 Prospector Avenue Suite 4, Park City, UT 84060 • United States

Crystal Lake, IL • 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
Goldman Sachs & Co. Llc New York NY 03/2017 02/2019
None Marengo IL 12/2016 02/2017
Army Fort Campbell KY 05/2012 11/2016
Turbo Technology, Inc., Dba Zebra San Francisco CA 03/2019 10/2020
Zogo Technologies Co. Chicago IL 11/2020 07/2021
Phase Line Capital, Llc Atlanta GA 08/2021 05/2023
Echelons Capital, Llc Park City UT 01/2023 Present
  • 03/2017 → 02/2019
    Goldman Sachs & Co. Llc
    New York, NY
  • 12/2016 → 02/2017
    None
    Marengo, IL
  • 05/2012 → 11/2016
    Army
    Fort Campbell, KY
  • 03/2019 → 10/2020
    Turbo Technology, Inc., Dba Zebra
    San Francisco, CA
  • 11/2020 → 07/2021
    Zogo Technologies Co.
    Chicago, IL
  • 08/2021 → 05/2023
    Phase Line Capital, Llc
    Atlanta, GA
  • 01/2023 → Present
    Park City, UT
Other Businesses

American Heartland Corporation dba Wild Hickory, not investment related, 36 Carey St., Newport, RI 02840, The business engages in e-commerce retail apparel sales, Title: Founder & COO, Start Date: Apr 2024, 8 hrs/month, 0 hrs during trading, I oversee operations and distribution of products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-23
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-08-23
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25
Other Names
  • Brett T Leahy
  • Brett Leahy

View on SEC IAPD

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