DONALD A MCLEOD is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with ALPHA ASSET ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALPHA ASSET ADVISORS LLC | 2025-02-04 | present | Yes |
| GENEOS WEALTH MANAGEMENT, INC. | 2023-06-06 | 2025-02-04 | — |
| CG ADVISORY SERVICES | 2015-12-23 | 2023-06-01 | — |
| INVEST FINANCIAL CORPORATION | 2010-12-14 | 2015-10-06 | — |