Scott Richard Bishop

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 03/2017
  Raymond James & Associates, Inc.
  Atlanta, GA
• 04/2013 → 11/2018
  Air National Guard
  Warner Robins, GA
• 02/2017 → 05/2026
  Swmg Holdings, Llc
  Atlanta, GA
• 04/2017 → 09/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2025 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2017-02-17 → 2026-05-26
  Swmg Holdings, Llc
  Atlanta, GA
  Atlanta, GA
• 2013-02-26 → 2017-04-03
  Raymond James & Associates, Inc.
  Atlanta, GA
• 2009-03-26 → 2013-02-12
  Cetera Advisors Llc
  Covington, GA
  Marietta, GA
• 2008-06-11 → 2009-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

SWMG HOLDINGS, LLC; INVESTMENT RELATED; 300 GALLERIA PKWY, SUITE 1100, ATLANTA, GA 30339; SHELL COMPANY; OWNER; 2/2017; 10 HRS/MONTH, 1 HOURS DURING TRADING HOURS; ALL MANAGEMENT AND FINANCIAL DUTIES __|__ GOBUNDANCE; NOT INVESTMENT RELATED; 18383 PRESTON RD, SUITE 102, DALLAS TX, 75252; LOCAL CHAPTER LEADER; 6/1/2025. 8 HRS/MONTH DEVOTED; 4 HRS DURING TRADING; COORDINATE MEETINGS AND SUPPORT LOCAL MEMBERS, ASSISTING WITH MEMBERSHIP DRIVES AND ONBOARDING. __|__ DIGITAL INSURANCE LLC; INVESTMENT RELATED; 300 GALLERIA PKWY SUITE 1100, ATLANTA, GA 30339; AGENT; 10/2025; 10 HRS/MONTH DEVOTED; 1 HR DURING TRADING; SALE AND SERVICE OF FIXED INSURANCE PRODUCTS. __|__

Exams

• S66 Uniform Combined State Law Examination
  2008-06-03

Designations

• Certified Financial Planner

Other Names

• Scott R Bishop
• Scott Bishop