Barclay Thorndike Leib

Current Employers

Sand Spring Advisors Llc

Morristown, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2016-11-03

NJ RA
APPROVED

Since 2016-11-03

Branch Locations

Morristown, NJ • 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

Organization	City	State	From	To
Old City Securities Llc	New York	NY	09/2016	07/2018
Sand Spring Advisors, Llc	Morristown	NJ	10/2014	Present
Pickwick Capital Partners, Llc	White Plains	NY	06/2020	04/2024

09/2016 → 07/2018

Old City Securities Llc

New York, NY
10/2014 → Present

Sand Spring Advisors, Llc

Morristown, NJ
06/2020 → 04/2024

Pickwick Capital Partners, Llc

White Plains, NY

Previous Registrations

2014-05-01 → 2014-11-18

Fortigent, Llc

Fort Mill, SC

Other Businesses

1. SAND SPRING ADVISORS, LLC, 31 INDEPENDENCE WAY MORRISTOWN NJ 07960 - NATURE: NONDISCRETIONARY ALTERNATIVE DUE DILIGENCE INVESTMENT RESEARCH AND EXPERT WITNESS FOR OUTSIDE CLIENTS (REGISTERED RIA IN STATE OF NJ) - WEBSITE: WWW.SANDSPRING.COM AND WWW.SANDSPRINGLLC.COM - ROLE: PRESIDENT, EXPERT CONSULTANT FOR HIRE ON RETAINER OR BY PROJECT - HRS PER WEEK DURING THE FIRM'S BUSINESS HOURS: 30 - 40 HRS. 2. HETHERINGTON GROUP, 400 RINGWOOD AVENUE WANAQUE, NJ 07465 - NATURE: INVESTIGATIVE SERVICES - WEBSITE: WWW.HETHERINGTONGROUP.COM - ROLE: ON CALL AS AN IN-DEPTH INVESTIGATOR FOR SPECIAL PROJECTS - HRS PER WEEK DURING THE FIRM'S BUSINESS HOURS: 0 - 10 HRS. 3. COOPER FAMILY OFFICE & THEIR FAMILY PENSION PLAN GLOBAL CAPITAL MANAGEMENT - NATURE: NONDISCRETIONARY DUE DILIGENCE RESEARCH FOR HIGH NET WORTH FAMILY OFFICE AND FAMILY OFFICE PENSION - WEBSITE: WWW.COOPERFAMILYOFFICE.COM - ROLE: SENIOR RESEARCH ADVISOR - HRS PER WEEK DURING THE FIRM'S BUSINESS HOURS: 15 -2 0 HOURS. 4. PACIFIC COAST OIL TRUST (SYMBOL: ROYTL), C/O BONY, 601 TRAVIS STREET, 16TH FLOOR, HOUSTON, TX 77002 - NATURE: COURT APPOINTED INTERIM TRUSTEE TO HELP SHEPHERD ANTICIPATED 2024 ARBITRATION IN DISPUTE WITH OPCO ENTITY PCEC REGARDING ARO ISSUES ON OPERATING SANTA BARBARA OIL WELLS - WEBSITE: HTTPS://ROYT.Q4WEB.COM/HOME/DEFAULT.ASPX - ROLE: INTERIM TRUSTEE TO HELP SHEPHERD ANTICIPATED 2024 ARBITRATION LED BY SCOTT & SCOTT, LLP IN DISPUTE WITH OPCO ENTITY PCEC REGARDING ARO ISSUES ON OPERATING SANTA BARBARA OIL WELLS - HRS DURING THE FIRM'S BUSINESS HRS: 10-15 HOURS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-11-17
S65	Uniform Investment Adviser Law Examination	2014-04-30

S63 Uniform Securities Agent State Law Examination

2016-11-17
S65 Uniform Investment Adviser Law Examination

2014-04-30

Other Names

Barclay T Leib

View on SEC IAPD