David R Shively is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-08-26 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2025-05-23 | 2025-08-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-07-27 | 2025-05-07 | — |