David L. Limerick

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-04-07
TX	RA	APPROVED	2026-04-07

OK RA
APPROVED

Since 2026-04-07
TX RA
APPROVED

Since 2026-04-07

Branch Locations

6100 S. Yale Avenue, Suite 500, Tulsa, OK 74136 • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Lewisville	TX	11/2014	07/2018
Xceed Financial Credit Union	Lewisville	TX	11/2014	07/2018
Bok Financial Securities, Inc.	Tulsa	OK	08/2018	11/2020
Bokf, Na	Tulsa	OK	08/2018	11/2020
Lpl Financial Llc	Tulsa	OK	11/2020	04/2026
Tulsa Federal Credit Union	Tulsa	OK	11/2020	04/2026
Planmember Securities Corporation	Carpinteria	CA	04/2026	Present
True Path Wealth Management	Claremore	OK	02/2026	Present
Limerick Agency	Claremore	OK	03/2008	Present
Holy Spirit Ministries International	Claremore	OK	08/1998	Present

11/2014 → 07/2018

Lpl Financial Llc

Lewisville, TX
11/2014 → 07/2018

Xceed Financial Credit Union

Lewisville, TX
08/2018 → 11/2020

Bok Financial Securities, Inc.

Tulsa, OK
08/2018 → 11/2020

Bokf, Na

Tulsa, OK
11/2020 → 04/2026

Lpl Financial Llc

Tulsa, OK
11/2020 → 04/2026

Tulsa Federal Credit Union

Tulsa, OK
04/2026 → Present

Planmember Securities Corporation

Carpinteria, CA
02/2026 → Present

True Path Wealth Management

Claremore, OK
03/2008 → Present

Limerick Agency

Claremore, OK
08/1998 → Present

Holy Spirit Ministries International

Claremore, OK

Previous Registrations

2020-11-13 → 2026-04-30

Lpl Financial Llc

Fort Mill, SC

Tulsa, OK

Tulsa, OK
2018-08-01 → 2020-11-20

Bok Financial Securities, Inc.

Tulsa, OK

Fayetteville, AR

Bentonville, AR

Bixby, OK
2014-12-02 → 2018-10-22

Lpl Financial Llc

Lewisville, TX

San Diego, CA

Tulsa, OK

Lewisville, TX
2012-09-27 → 2014-12-08

Signator Investors, Inc.

Dallas, TX
2008-11-19 → 2012-10-01

Lpl Financial Llc

Irving, TX

Other Businesses

1)True Path Wealth Management-3200 Heritage Hills Pkwy, Claremore, OK 74019; Investment related; Securities & insurance sales & svcs, especially with 401K & 403b business; President; Start date 2/2026; 160 hrs/mnth & during trading. 2) Limerick Agency-3200 Heritage Hills Pkwy, Claremore, OK 74019; Noninvestment related; Life insurance sales & svcs, and oversee other selling insurance agents affiliated with the Agency; President; Start date 3/2008; 25 hrs/mnth; 0 hrs/mnth during trading. 3) Holy Spirit Ministries International-3200 Heritage Hills Pkwy, Claremore, OK 74019; Noninvestment related; 501c3 charity dedicated to ministering & teaching The Word of God, praying for people, helping in nations around the world, encouraging people; President; Start date 8/1998; 15 hrs/mnth; 0 hrs/mnth during trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-11-18

S66 Uniform Combined State Law Examination

2008-11-18

Other Names

David Lynn Limerick
David Lynn Limerick

View on SEC IAPD