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Mitchell J Towne

Leclair Wealth Partners

Dublin, OH

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Current Employers
Leclair Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-14
  • OH RA
    APPROVED
    Since 2024-11-14

Branch Locations

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
Bluestone Wealth Management Columbus OH 08/2019 06/2021
Quist Valuation Boulder CO 08/2018 08/2019
Ubs Financial Services Boulder OH 05/2018 08/2018
School Columbus OH 08/2009 05/2021
Lincoln Financial Advisors Columbus OH 06/2021 08/2021
Bluestone Wealth Partners Worthington OH 11/2019 06/2023
Lpl Financial, Llc Worthington OH 08/2021 06/2023
Raymond James & Associates, Inc. Upper Arlington OH 08/2023 11/2024
Leclair Wealth Partners Dublin OH 11/2024 Present
  • 08/2019 → 06/2021
    Bluestone Wealth Management
    Columbus, OH
  • 08/2018 → 08/2019
    Quist Valuation
    Boulder, CO
  • 05/2018 → 08/2018
    Ubs Financial Services
    Boulder, OH
  • 08/2009 → 05/2021
    School
    Columbus, OH
  • 06/2021 → 08/2021
    Lincoln Financial Advisors
    Columbus, OH
  • 11/2019 → 06/2023
    Bluestone Wealth Partners
    Worthington, OH
  • 08/2021 → 06/2023
    Lpl Financial, Llc
    Worthington, OH
  • 08/2023 → 11/2024
    Raymond James & Associates, Inc.
    Upper Arlington, OH
  • 11/2024 → Present
    Leclair Wealth Partners
    Dublin, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-20
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08
Other Names
  • Mitchell Joseph Towne
  • Mitchell Jospeh Towne

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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