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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)46 years in industry

David G. Haislip

Advisor at PLANMEMBER SECURITIES CORPORATION

Newport Beach, CA | Carpinteria, CA

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Search this name across graphsid dfx:ria:ab4a5b03-bd5a-d6ed-2a5f-095f52d06889

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Dec 24, 2001 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: Feb 1, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 6, 2008
First registration: Dec 24, 2001
Dual registered: yes, broker-dealer
Other names: David Glenn Haislip
IAPD individual key: 714334

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	Feb 4, 2026	n/a	yes	Carpinteria, CA\|Newport Beach, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	May 1, 2025	Feb 5, 2026	no	ANAHEIM, CA	Previous registration
GROVE POINT ADVISORS, LLC	Former SEC adviser	Apr 1, 2021	May 1, 2025	no	Anaheim, CA\|ROCKVILLE, MD\|ROCKVILLE, MD	Previous registration
H. BECK, INC.	Former SEC adviser	Nov 4, 2011	Apr 1, 2021	no	ANAHEIM, CA\|LONG BEACH, CA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Oct 1, 2010	Nov 17, 2011	no	ANAHEIM HILLS, CA	Previous registration
GREENBOOK INVESTMENT MANAGEMENT, INC.	n/a	Sep 23, 2004	Oct 7, 2010	no	ANAHEIM HILLS, CA	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Jan 13, 2003	Dec 31, 2004	no	ANAHEIM HILLS, CA	Previous registration
XELAN INVESTMENT SERVICES, INC.	n/a	Dec 24, 2001	Jan 15, 2003	no	ANAHEIM HILLS, CA	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	Feb 5, 2026	Feb 4, 2026	-1	Firm change	Ibd to RIA
GROVE POINT ADVISORS, LLC	LPL FINANCIAL LLC	May 1, 2025	May 1, 2025	0	Bulk transfer	Ibd to ibd
H. BECK, INC.	GROVE POINT ADVISORS, LLC	Apr 1, 2021	Apr 1, 2021	0	Bulk transfer	Ibd to ibd
FIRST ALLIED ADVISORY SERVICES, INC.	H. BECK, INC.	Nov 17, 2011	Nov 4, 2011	-13	Firm change	Other
GREENBOOK INVESTMENT MANAGEMENT, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Oct 7, 2010	Oct 1, 2010	-6	Firm change	Other
XELAN FINANCIAL PLANNING, INC.	GREENBOOK INVESTMENT MANAGEMENT, INC.	Dec 31, 2004	Sep 23, 2004	-99	Firm change after gap	Other
XELAN INVESTMENT SERVICES, INC.	XELAN FINANCIAL PLANNING, INC.	Jan 15, 2003	Jan 13, 2003	-2	Firm change	Other

Relationships

Registered with (8)

→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 1, 2025 to Feb 5, 2026factForm ADV
→ GROVE POINT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2021 to May 1, 2025factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Nov 4, 2011 to Apr 1, 2021factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 1, 2010 to Nov 17, 2011factForm ADV
→ GREENBOOK INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 23, 2004 to Oct 7, 2010factForm ADV
→ XELAN FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Jan 13, 2003 to Dec 31, 2004factForm ADV
→ XELAN INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 24, 2001 to Jan 15, 2003factForm ADV

Dated events

Occurred
Feb 5, 2026
Advisor changed firm
David G. Haislip left Lpl Financial Llc for Planmember Securities Corporation (registered 2026-02-04)
Form ADVobserved 5 days ago