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Richard Arthur Shively

Allstate Financial Advisors, LLC

West Chester, OH

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Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-11-22
  • OH RA
    APPROVED
    Since 2023-11-22

Branch Locations

8055 Cincinnati Dayton Rd, West Chester, OH 45069-2003 • 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
Transamerica Financial Advisors, Inc Cincinnati OH 08/2014 11/2023
World Financial Group, Inc. Cincinnati OH 08/2014 11/2023
West Chester Liberty Chamber Alliance West Chester OH 01/2008 12/2020
Acnibo West Chester OH 08/2020 11/2023
Net Law Group, Inc Louisville KY 09/2021 11/2023
Wealthwave Cincinnati OH 01/2016 11/2023
Allstate Insurance Co Northbrook IL 11/2023 Present
Allstate Financial Services, Llc Lincoln NE 11/2023 Present
Allstate Financial Advisors, Llc Lincoln NE 11/2023 Present
Dwayne Daniels Agency West Chester OH 01/2025 Present
  • 08/2014 → 11/2023
    Transamerica Financial Advisors, Inc
    Cincinnati, OH
  • 08/2014 → 11/2023
    World Financial Group, Inc.
    Cincinnati, OH
  • 01/2008 → 12/2020
    West Chester Liberty Chamber Alliance
    West Chester, OH
  • 08/2020 → 11/2023
    Acnibo
    West Chester, OH
  • 09/2021 → 11/2023
    Net Law Group, Inc
    Louisville, KY
  • 01/2016 → 11/2023
    Wealthwave
    Cincinnati, OH
  • 11/2023 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 11/2023 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 11/2023 → Present
    Allstate Financial Advisors, Llc
    Lincoln, NE
  • 01/2025 → Present
    Dwayne Daniels Agency
    West Chester, OH
Previous Registrations
  • 2014-08-19 → 2022-08-29
    Transamerica Financial Advisors, Llc
    Cincinnati, OH
    Cincinnati, OH
  • 2007-05-09 → 2014-04-28
    Osaic Fs, Inc.
    West Chester, OH
    Mason, OH
  • 2005-12-07 → 2007-05-04
    Waddell & Reed
    West Chester, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-07
  • S63 Uniform Securities Agent State Law Examination
    2012-09-07
Other Names
  • Richard Arthur Shively
  • Richard A Shively

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · WEST CHESTER, OH
SOUTHLAND EQUITY PARTNERS, LLC. · West Chester, OH
OSAIC WEALTH, INC. · WEST CHESTER, OH
HORNOR, TOWNSEND & KENT, LLC · WEST CHESTER, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Liberty Township, OH
LPL FINANCIAL LLC · WEST CHESTER, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Chester, OH
PNC WEALTH MANAGEMENT LLC · Liberty Township, OH

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