David Leonard has been Consultant - Principal of Ryzome Investment Advisors since January 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm. David Leonard holds a Bachelor of Arts in history and political science from Kalamazoo College.
Ryzome Investment Advisors, LLC is an Okemos, MI firm with $116M under management, 673 clients and 2 advisers in one office, as of its June 2026 filing.
David Leonard is Senior Consultant of Ryzome Investment Advisors, based in Okemos, Michigan. For over 30 years he has provided investment guidance to individuals, families and small businesses located throughout the United States. He also serves as Alaiedon Township Clerk.
David Leonard’s longest registration was 10 years at Ryzome Investment Advisors (2014–2024).
- Vining Leonard Group, LLC– · 4 yearsOkemos, MI · Adviser representative · Firm CRD 151116
- LPL Financial Corporation– · under a yearOkemos, MI · Adviser representative · Firm CRD 6413
- Mutual Service Corporation– · under a yearOkemos, MI · Adviser representative · Firm CRD 4806
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2009 |
| Series 24 | General Securities Principal Examination | 11 September 2001 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 14 July 1986 |
| Series 15 | Foreign Currency Options Examination | 11 July 1986 |
| Series 5 | Interest Rate Options Examination | 10 July 1986 |
| Series 3 | National Commodity Futures Examination | 27 June 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 1983 |
| Series 7 | General Securities Representative Examination | 15 October 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Foreign Currency Options Examination
- Name
- Interest Rate Options Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Alan Leonard
- CRD
- 1184845
- Firm
- Ryzome Investment Advisors · CRD 170762
- Role
- Consultant - Principal
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ryzomeadvisors.com
Where does David Leonard work?
David Leonard has been Consultant - Principal of Ryzome Investment Advisors, LLC since January 2025.
Does David Leonard have a current investment-adviser registration?
David Leonard has no current investment-adviser or broker registration.
What exams has David Leonard passed?
David Leonard has passed 8 licensing exams: the Series 7, Series 63, Series 3, Series 5, Series 15, Series 8, Series 24 and Series 65. The earliest, the Series 7, was passed in October 1983.
Where was David Leonard previously registered as an investment adviser?
David Leonard has past investment-adviser registrations through Ryzome Investment Advisors, April 2014 to December 2024; Vining Leonard Group, LLC, March 2010 to March 2014; LPL Financial Corporation, September 2009 to January 2010; Mutual Service Corporation, February 2009 to September 2009, across 4 firms.
Is David Leonard registered with FINRA?
No. David Leonard has no current broker registration.
How can I verify David Leonard’s record?
Search CRD 1184845 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Leonard’s full registration record.
