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David William Lucas

Edward Jones

Dorr, MI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
MI RA APPROVED 2023-01-20
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • MI RA
    APPROVED
    Since 2023-01-20

Branch Locations

1743 142Nd Ave Suite 3, Dorr, MI 49323-0000 • 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
OrganizationCityStateFromTo
Planmember Securities Corporation Carpinteria CA 02/2016 05/2022
Williams & Co Dba Williams And Company Financial Services Grandville MI 11/2014 12/2022
David Lucas (Self Employed) Grand Rapids MI 11/2014 12/2022
Edward Jones St Louis MO 01/2023 Present
  • 02/2016 → 05/2022
    Planmember Securities Corporation
    Carpinteria, CA
  • 11/2014 → 12/2022
    Williams & Co Dba Williams And Company Financial Services
    Grandville, MI
  • 11/2014 → 12/2022
    David Lucas (Self Employed)
    Grand Rapids, MI
  • 01/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
  • 2016-02-22 → 2022-05-10
    Planmember Securities Corporation
    Bothell, WA
    Grandville, MI
    Carpinteria, CA
    Carpinteria, CA
  • 2015-03-06 → 2016-02-19
    Legend Advisory, Llc
    Chicago, IL
    Chicago, IL
    Grandville, MI
    Grandville, MI
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-08
  • S66 Uniform Combined State Law Examination
    2015-01-08
Other Names
  • David Lucas

View on SEC IAPD

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PFS INVESTMENTS INC.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC

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Matthew L Hart
PHILIP LEE MAASS
SHELBY DENISE BUTLER
PATRICK GARY MCCULLOUGH
WESTON BRADLEY PACKER
ABIGAIL MARIE LININGER

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Wayland, MI
EDWARD JONES · WAYLAND, MI
THRIVENT INVESTMENT MANAGEMENT INC. · Wayland, MI
CETERA INVESTMENT ADVISERS LLC · WAYLAND, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Wayland, MI
PFS INVESTMENTS INC. · BYRON CENTER, MI
LPL FINANCIAL LLC · BYRON CENTER, MI
FIFTH THIRD SECURITIES, INC. · BYRON CENTER, MI

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