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Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-10-21
  • FL RA
    APPROVED
    Since 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

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
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
  • 10/1990 → Present
    Service Planning Corporation
    Ft Lauderdale, FL
  • 11/2003 → 10/2020
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2018 → 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
  • 02/2020 → Present
    Fort Lauderdale, FL
  • 10/2020 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 10/2020 → 08/2024
    Triad Advisors
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Fort Lauderdale, FL
Previous Registrations
  • 2018-09-21 → 2020-10-01
    20/20 Capital Management, Inc
    Ft Lauderdale, FL
  • 2020-09-10 → 2020-09-18
    Fort Lauderdale, FL
    Overland Park, KS
  • 2014-11-12 → 2019-08-09
    Ameritas Investment Company, Llc
    Ft Lauderdale, FL
    Lincoln, NE
    Pompano Beach, FL
    Lincoln, NE
    Austin, TX
    Lincoln, NE
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-03
S63 Uniform Securities Agent State Law Examination 1997-05-08
  • S65 Uniform Investment Adviser Law Examination
    2014-11-03
  • S63 Uniform Securities Agent State Law Examination
    1997-05-08
Designations
Other Names
  • Richard Steven Magill
  • Rick Steven Magill

View on SEC IAPD

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