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 G. Haislip

Planmember Securities Corporationindependent RIANewport Beach, Ca dual registrantIAPD 714334

Certified Financial Planner

Feed of 09/14/2026

Also filed as David Glenn Haislip

At current firm

0 y

since Feb 4, 2026

In the industry

46 y

since Feb 1, 1980 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Planmember Securities Corporation independent RIA current
since Feb 4, 2026 · Carpinteria, Ca
LPL Financial LLC BD affiliated
May 1, 2025 to Feb 5, 2026 · Anaheim, Ca
Grove Point Advisors, LLC former
Apr 1, 2021 to May 1, 2025 · Anaheim, Ca
H. Beck, Inc. former
Nov 4, 2011 to Apr 1, 2021 · Anaheim, Ca
First Allied Advisory Services, Inc. former
Oct 1, 2010 to Nov 17, 2011 · Anaheim Hills, Ca
Greenbook Investment Management, Inc. unclassified
Sep 23, 2004 to Oct 7, 2010 · Anaheim Hills, Ca
Xelan Financial Planning, Inc. unclassified
Jan 13, 2003 to Dec 31, 2004 · Anaheim Hills, Ca
Xelan Investment Services, Inc. unclassified
Dec 24, 2001 to Jan 15, 2003 · Anaheim Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Planmember Securities Corporation
left Feb 5, 2026, registered Feb 4, 2026 (-1 days) · Affiliated broker-dealer or bank to independent RIA
Grove Point Advisors, LLC to LPL Financial LLC
left May 1, 2025, registered May 1, 2025 (0 days) · corporate re-registration, not a move
H. Beck, Inc. to Grove Point Advisors, LLC
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
First Allied Advisory Services, Inc. to H. Beck, Inc.
left Nov 17, 2011, registered Nov 4, 2011 (-13 days) · Other
Greenbook Investment Management, Inc. to First Allied Advisory Services, Inc.
left Oct 7, 2010, registered Oct 1, 2010 (-6 days) · Other
Xelan Financial Planning, Inc. to Greenbook Investment Management, Inc.
left Dec 31, 2004, registered Sep 23, 2004 (-99 days) · Other
Xelan Investment Services, Inc. to Xelan Financial Planning, Inc.
left Jan 15, 2003, registered Jan 13, 2003 (-2 days) · Other

Signals

David G. Haislip left Lpl Financial Llc for Planmember Securities Corporation (registered 2026-02-04)
Feb 5, 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: 46derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address