David Dively is a registered investment advisor, based in Oxford, PA, with 22 years of industry experience.
Location
275 Limestone Rd, Oxford, PA, 19363
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2016 - January 2018 · 1 yr 6 mos
Bb&t Investment Services, INC.Broker
July 2016 - January 2018 · 1 yr 6 mos
Cetera Investment Advisers LLC
January 2014 - July 2016 · 2 yrs 6 mos
Cetera Investment Services LLCBroker
June 2006 - July 2016 · 10 yrs 1 mo
Cetera Investment Services LLC
June 2006 - January 2014 · 7 yrs 7 mos
Ameriprise Financial Services, INC.
September 2003 - July 2006 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
September 2003 - July 2006 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
September 2003 - July 2006 · 2 yrs 10 mos
State Registrations26 states
AZCACOCTDEFLGALAMAMDMEMIMTNCNHNJNVNYOHORPATNTXVAVTWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.