David G. Haislip

Current Employers

Employment History

• 11/2011 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → 02/2026
  Lpl Financial Llc
  Anaheim, CA
• 05/2025 → 02/2026
  Lpl Financial Llc
  Anaheim, CA
• 02/2026 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 02/2026 → Present
  Fourth Point Wealth
  Newport Beach, CA
• 02/1980 → Present
  David Haislip (Self Employed)
  Anaheim, CA

Previous Registrations

• 2025-05-01 → 2026-02-05
  Lpl Financial Llc
  Anaheim, CA
• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Anaheim, CA
  Rockville, MD
• 2011-11-04 → 2021-04-01
  Grove Point Investments, Llc
  Anaheim, CA
  Long Beach, CA
• 2010-10-01 → 2011-11-17
  First Allied Advisory Services, Inc.
  Anaheim Hills, CA
• 2004-09-23 → 2010-10-07
  Greenbook Investment Management, Inc.
  Anaheim Hills, CA
• 2003-01-13 → 2004-12-31
  Xelan Financial Planning, Inc.
  Anaheim Hills, CA
• 2001-12-24 → 2003-01-15
  Xelan Investment Services, Inc.
  Anaheim Hills, CA

Other Businesses

1)Fourth Point Wealth-4950 MacArthur Blvd., Ste. 500, Newport Beach, CA 92660; Investment related; Securities & insurance sales & svcs; Financial Advisor; Start date 11/2025; 48 hrs/mnth; 32 hrs/mnth during trading. 2) David Haislip (self-employed)-6253 E Paseo El Greco, Anaheim, CA 92807; Noninvestment related; Insurance (life, health, fixed insurance) sales & svcs; Insurance Agent; Start date 2/1980; 4 hrs/mnth & during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-06

Designations

Other Names

• David Glenn Haislip