Inactive

David Russell Leckey

Yosemite Capital Management

Newport Beach, CA

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Current Employers

Yosemite Capital Management

5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dvm Management	Laguna Hills	CA	04/2013	04/2023
David Leckey Cpa, Inc. Dba Diversified Tax And Accounting	Aliso Viejo	CA	01/2019	Present
Yosemite Capital Management	Newport Beach	CA	07/2023	Present

04/2013 → 04/2023

Dvm Management

Laguna Hills, CA
01/2019 → Present

David Leckey Cpa, Inc. Dba Diversified Tax And Accounting

Aliso Viejo, CA
07/2023 → Present

Yosemite Capital Management

Newport Beach, CA

Designations

View on SEC IAPD

Other Firms

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MIG CAPITAL, LLC

RESEARCH AFFILIATES

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COMPOSITION WEALTH, LLC

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON

Travis L. Shirley

Michael Schanna

Rebekah A. Beekie

WILLIAM BENJAMIN SHAPIRO

Austin Mascorro

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA

OCVC, LLC · NEWPORT BEACH, CA

MIG CAPITAL, LLC · NEWPORT BEACH, CA

RESEARCH AFFILIATES · NEWPORT BEACH, CA

PAAMCO PRISMA, LLC · NEWPORT BEACH, CA

COMPOSITION WEALTH, LLC · Newport Beach, CA

J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA

AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

More in Newport Beach, CA

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