IAN BERNARD MCLEOD is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with SUSTAINABLE ADVISORS ALLIANCE LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUSTAINABLE ADVISORS ALLIANCE LLC | 2026-06-07 | present | Yes |
| IMPACT INVESTORS, INC. | 2018-06-29 | 2026-06-17 | — |
| COMMUNITAS FINANCIAL PLANNING PBC | 2012-01-03 | 2018-09-10 | — |
| THE SOCIAL EQUITY GROUP, INC. | 2005-01-13 | 2012-01-18 | — |
| FINANCIAL WEST GROUP | 2004-12-02 | 2011-12-31 | — |