DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Ian Bernard Mcleod
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jun 7, 2026
In the industry
22 y
since Jul 14, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sustainable Advisors Alliance LLC independent RIA currentsince Jun 7, 2026 · San Francisco, Ca
- Impact Investors independent RIAJun 29, 2018 to Jun 17, 2026 · Aptos, Ca
- Communitas Financial Planning Pbc state registeredJan 3, 2012 to Sep 10, 2018 · Oakland, Ca
- The Social Equity Group, Inc. formerJan 13, 2005 to Jan 18, 2012 · Berkeley, Ca
- Financial West Group formerDec 2, 2004 to Dec 31, 2011 · Berkeley, Ca
Moves
a registration end followed by a registration begin elsewhere
- Impact Investors to Sustainable Advisors Alliance LLCleft Jun 17, 2026, registered Jun 7, 2026 (-10 days) · RIA to RIA
- Communitas Financial Planning Pbc to Impact Investorsleft Sep 10, 2018, registered Jun 29, 2018 (-73 days) · Other
- The Social Equity Group, Inc. to Communitas Financial Planning Pbcleft Jan 18, 2012, registered Jan 3, 2012 (-15 days) · Other
- Financial West Group to The Social Equity Group, Inc.left Dec 31, 2011, registered Jan 13, 2005 (-2543 days) · Other
Signals
- Ian Bernard Mcleod left Impact Investors for Sustainable Advisors Alliance Llc (registered 2026-06-07)Jun 17, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address