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RIA / WealthAdvisorCertified Financial Planner22 years in industry

IAN BERNARD MCLEOD

Advisor at SUSTAINABLE ADVISORS ALLIANCE LLC

San Francisco, CA | TULSA, OK

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Search this name across graphsid dfx:ria:f897a8f8-1227-ae5f-9ff4-94a62e69ce11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUSTAINABLE ADVISORS ALLIANCE LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 14, 2004
First registration: Dec 2, 2004
Dual registered: no
IAPD individual key: 4608041

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUSTAINABLE ADVISORS ALLIANCE LLC	Independent wealth	Jun 7, 2026	n/a	yes	San Francisco, CA\|TULSA, OK	Current employment
IMPACT INVESTORS	Independent wealth	Jun 29, 2018	Jun 17, 2026	no	APTOS, CA\|San Francisco, CA	Previous registration
COMMUNITAS FINANCIAL PLANNING PBC	State registered	Jan 3, 2012	Sep 10, 2018	no	OAKLAND, CA	Previous registration
THE SOCIAL EQUITY GROUP, INC.	Former SEC adviser	Jan 13, 2005	Jan 18, 2012	no	BERKELEY, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Dec 2, 2004	Dec 31, 2011	no	BERKELEY, CA\|SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IMPACT INVESTORS	SUSTAINABLE ADVISORS ALLIANCE LLC	Jun 17, 2026	Jun 7, 2026	-10	Firm change	RIA to RIA
COMMUNITAS FINANCIAL PLANNING PBC	IMPACT INVESTORS	Sep 10, 2018	Jun 29, 2018	-73	Firm change after gap	Other
THE SOCIAL EQUITY GROUP, INC.	COMMUNITAS FINANCIAL PLANNING PBC	Jan 18, 2012	Jan 3, 2012	-15	Firm change	Other
FINANCIAL WEST GROUP	THE SOCIAL EQUITY GROUP, INC.	Dec 31, 2011	Jan 13, 2005	-2,543	Firm change after gap	Other

Relationships

Registered with (5)

→ SUSTAINABLE ADVISORS ALLIANCE LLCRegistered adviserregistration: current employment
Jun 7, 2026 to presentfactForm ADV
→ IMPACT INVESTORSRegistered adviserregistration: previous registration
Jun 29, 2018 to Jun 17, 2026factForm ADV
→ COMMUNITAS FINANCIAL PLANNING PBCRegistered adviserregistration: previous registration
Jan 3, 2012 to Sep 10, 2018factForm ADV
→ THE SOCIAL EQUITY GROUP, INC.Registered adviserregistration: previous registration
Jan 13, 2005 to Jan 18, 2012factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Dec 2, 2004 to Dec 31, 2011factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
Ian Bernard Mcleod left Impact Investors for Sustainable Advisors Alliance Llc (registered 2026-06-07)
Form ADVobserved 6 days ago