DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
David L. Limerick
Feed of 09/14/2026
Also filed as David Lynn Limerick
At current firm
0 y
since Apr 7, 2026
In the industry
28 y
since Aug 1, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Planmember Securities Corporation independent RIA currentsince Apr 7, 2026 · Austin, Tx
- LPL Financial LLC BD affiliatedNov 13, 2020 to Apr 30, 2026 · Tulsa, Ok
- Bok Financial Advisors BD affiliatedAug 1, 2018 to Nov 20, 2020 · Tulsa, Ok
- LPL Financial LLC BD affiliatedDec 2, 2014 to Oct 22, 2018 · Lewisville, Tx
- Signator Investors, Inc. formerSep 27, 2012 to Dec 8, 2014 · Dallas, Tx
- LPL Financial LLC BD affiliatedNov 19, 2008 to Oct 1, 2012 · Irving, Tx
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Planmember Securities Corporationleft Apr 30, 2026, registered Apr 7, 2026 (-23 days) · Affiliated broker-dealer or bank to independent RIA
- Bok Financial Advisors to LPL Financial LLCleft Nov 20, 2020, registered Nov 13, 2020 (-7 days) · Affiliated broker-dealer or bank to another
- LPL Financial LLC to Bok Financial Advisorsleft Oct 22, 2018, registered Aug 1, 2018 (-82 days) · RIA to affiliated broker-dealer or bank
- Signator Investors, Inc. to LPL Financial LLCleft Dec 8, 2014, registered Dec 2, 2014 (-6 days) · Other
- LPL Financial LLC to Signator Investors, Inc.left Oct 1, 2012, registered Sep 27, 2012 (-4 days) · Other
Signals
- David L. Limerick left Lpl Financial Llc for Planmember Securities Corporation (registered 2026-04-07)Apr 30, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address