Richard Alan Oneal

Current Employers

Employment History

• 11/2014 → 06/2024
  Securities America, Inc.
  Grand Rapids, MI
• 04/2022 → 06/2024
  Securities America Advisors
  Grand Rapids, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Grand Rapids, MI

Previous Registrations

• 2022-06-29 → 2024-06-14
  Securities America Advisors, Inc.
  Grand Rapids, MI

Other Businesses

1. 8180 HELEN POSITION: OWNER OF FIRST MORTGAGE NATURE: HOUSE SOLD ON LAND CONTRACT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2011 ADDRESS: 8180 HELEN, CENTER LINE MI 48015 DESCRIPTION: COLLECT MONTHLY PAYMENTS 2. O-11253 TALLMADGE WOODS DR LLC POSITION: Owner NATURE: Owner of a new LLC, which is the same property, just under a new LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008 ADDRESS: 11253 Tallmadge Woods Dr NW, Grand Rapids MI 49534, United States DESCRIPTION: 100% owner of the property. 3. LIFE INSURANCE SALES POSITION: owner NATURE: 1) INSURANCE SALES - AGENT - Investment Related - Start Date: 6/2005 - Located at 0-11253 Tallmadge Woods Dr NW Suite A Grand Rapids MI 49534 INVESTMENT RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 50 START DATE: 06/01/2005 ADDRESS: 11253 Tallmadge Woods Dr NW, Grand Raipids MI 49534, United States DESCRIPTION: Sale of Term, Cashback, & UL insurance 4. BETHESDA FARM POSITION: Treasurer NATURE: Bethesda Farms is a ministry to special needs individuals. I now serve on the board as the treasurer. I am not responsible for handling any cash nor do I have access to any accounts holding cash. I only deal with the budgets. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 12085 60th Ave, Allendale MI 49401, United States DESCRIPTION: Creating budgets and reporting to the board the results of the budgets. 5. MASTERS WEALTH MANAGEMENT POSITION: owner NATURE: The name of the business is still the same,RA O'Neal, LLC, the new DBA is Masters Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/14/2024 ADDRESS: 11253 Tallmadge Woods Dr NW, Grand Rapids MI 49534, United States DESCRIPTION: Financial Advisor 6. RA ONEAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/04/2004 ADDRESS: 11253 Tallmadge Woods Dr NW, Grand Rapids MI 49534, United States DESCRIPTION: RA ONeal LLC is a flow through entity set up for tax purposes. RA ONeal LLC receives monthly rent of $750 for renting a room in my office building. I spend about 2-3 hours monthly managing my renters. I do not have any separate business accounts for the Tallmadge Woods LLC That is why my CPA said to have the renters pay RA ONeal LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-29
• S63 Uniform Securities Agent State Law Examination
  1996-07-15

Other Names

• Rick Alan Oneal