# DONALD A MCLEOD

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALPHA ASSET ADVISORS LLC](https://search.stillhousedata.com/firm/295093) | 2025-02-04 | present | Yes |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2023-06-06 | 2025-02-04 | — |
| [CG ADVISORY SERVICES](https://search.stillhousedata.com/firm/110929) | 2015-12-23 | 2023-06-01 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2010-12-14 | 2015-10-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/329460)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/329460.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.