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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

David L. Limerick

Advisor at PLANMEMBER SECURITIES CORPORATION

Tulsa, OK | Austin, TX

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Search this name across graphsid dfx:ria:6c0daa7a-55b5-1c6d-bc5f-a9f7c83978a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 19, 2008 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: PLANMEMBER SECURITIES CORPORATION
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: Aug 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 18, 2008
First registration: Nov 19, 2008
Dual registered: yes, broker-dealer
Other names: DAVID LYNN LIMERICK|DAVID LYNN LIMERICK
IAPD individual key: 5593164

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
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Apr 7, 2026	n/a	yes	Austin, TX\|Tulsa, OK	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 13, 2020	Apr 30, 2026	no	TULSA, OK\|FORT MILL, SC\|TULSA, OK	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Aug 1, 2018	Nov 20, 2020	no	TULSA, OK\|FAYETTEVILLE, AR\|BENTONVILLE, AR\|Bixby, OK	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 2, 2014	Oct 22, 2018	no	LEWISVILLE, TX\|SAN DIEGO, CA\|TULSA, OK\|LEWISVILLE, TX	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Sep 27, 2012	Dec 8, 2014	no	DALLAS, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 19, 2008	Oct 1, 2012	no	IRVING, TX	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
LPL FINANCIAL LLC	PLANMEMBER SECURITIES CORPORATION	Apr 30, 2026	Apr 7, 2026	-23	Firm change	Ibd to RIA
BOK FINANCIAL ADVISORS	LPL FINANCIAL LLC	Nov 20, 2020	Nov 13, 2020	-7	Firm change	Ibd to ibd
LPL FINANCIAL LLC	BOK FINANCIAL ADVISORS	Oct 22, 2018	Aug 1, 2018	-82	Firm change after gap	RIA to ibd
SIGNATOR INVESTORS, INC.	LPL FINANCIAL LLC	Dec 8, 2014	Dec 2, 2014	-6	Firm change	Other
LPL FINANCIAL LLC	SIGNATOR INVESTORS, INC.	Oct 1, 2012	Sep 27, 2012	-4	Firm change	Other

Relationships

Registered with (4)

→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: current employment
Apr 7, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 13, 2020 to Apr 30, 2026factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 1, 2018 to Nov 20, 2020factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Sep 27, 2012 to Dec 8, 2014factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
David L. Limerick left Lpl Financial Llc for Planmember Securities Corporation (registered 2026-04-07)
Form ADVobserved 4 days ago