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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-21 |
Branch Locations
4901 Northwest 17Th Way Suite 403, Fort Lauderdale, FL 33309 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Service Planning Corporation | Ft Lauderdale | FL | 10/1990 | Present |
| Ameritas Investment Corp | Lincoln | NE | 11/2003 | 10/2020 |
| 20/20 Capital Management, Inc. | Costa Mesa | CA | 08/2018 | 10/2020 |
| 20/20 Financial Advisers Of Daytona Beach, Fl Llc | Daytona Beach | FL | 08/2018 | 10/2020 |
| Onedigital | Fort Lauderdale | FL | 02/2020 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 10/2020 | Present |
| Triad Advisors | Norcross | GA | 10/2020 | 08/2024 |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 08/2024 | Present |
1)OneDigital;not investment related;4901 NW 17 Way,Ste 403,Ft Lauderdale,FL 33309;group insurance sales;principal;2/1/2020;175 hrs/month;5 hrs during trading;sales and service of employee benefits 2)Fixed insurance;not investment related;4901 NW 17 Way,Ste 403,Ft Lauderdale,FL 33309;fixed insurance;agent;8/1/1986;100 hrs/month;70 hrs during trading;sales and service 3)Kayla 924 LLC;not investment related;4901 NW 17 Way,Ste 403,Ft Lauderdale,FL 33309;rental property ownership;managing member;3/19/2016;4 hrs/month;1 hr during trading;rental property owner 4)Meals on Wheels South Florida;451 N State Road 7,Plantation,FL 33317;non profit,provides nutrition and social services to local seniors;1/1/1993;4 hrs/month;1 hr during trading;board member 5)Service Planning Corporation;not investment related;4901 NW 17 Way,Ste 403,Ft Lauderdale,FL 33309;individual insurance sales;president;10/1990;10 hrs/month;.5 hrs during trading;sales and service of individual life and health insurance 6) DIGITAL INSURANCE LLC POSITION: Sales NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 02/01/2020 ADDRESS: 4901 NW 17 Way, Suite 403, Fort Lauderdale FL 33309, United States DESCRIPTION: Insurance Sales & Service 7) SERVICE PLANNING CORPORATION POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 10/01/1990 ADDRESS: 4901 NW 17 Way, Suite 403, Fort Lauderdale FL 33309, United States DESCRIPTION: Individual Insurance Sales 8) KAYLA 924 LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2009 ADDRESS: 1573 Blue Water Ter N, Pompano Beach FL 33062, United States DESCRIPTION: Rental Properties 9) HUMAN SERVICES NETWORK POSITION: Director NATURE: Non Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 4355 West Sunrise Boulevard, Plantation FL 33313, United States DESCRIPTION: Director for non-profit senior nutrition program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-08 |
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