Investment adviser representative · Xception Family Office
Leo Rose IV
CRD 6288452 · Atlanta, GA
At a glance
Leo Rose IV is an investment adviser representative with Xception Family Office in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leo’s SEC record dates to 2014, about 12 years ago.
Current advisory firm
- Xception Family OfficeSince October 2026Atlanta, GA · $189M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Leo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Xception Family Office
- Michael P. CallahanAtlanta
- Cort A. HaberAtlanta · Certified Financial Planner
- Will HoldrenAtlanta
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