Lee Bryan Friedman

Current Employers

Employment History

• 10/2005 → 06/2024
  Securities America, Inc.
  Cleveland, OH
• 05/2009 → 06/2024
  Securities America Advisors
  Lavista, NE
• 02/2019 → 03/2021
  Cedar Brook Financial
  Cleveland, OH
• 06/1980 → Present
  Friedman, Leavitt & Assoc., Inc.
  Cleveland, OH
• 04/2021 → 11/2024
  Arbor Point Advisors
  Cleveland, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2021-04-07 → 2024-11-08
  Arbor Point Advisors
  Mayfield Hts, OH
• 2009-05-18 → 2024-06-14
  Securities America Advisors, Inc.
  Mayfield Hts, OH
• 2019-02-26 → 2021-04-21
  Cedar Brook Group
  Cleveland, OH
  Cleveland, OH
• 2000-01-01 → 2005-10-07
  Osaic Fa, Inc.
  University Hts, OH

Other Businesses

1. FRIEDMAN & LEAVITT FINANCIAL POSITION: PARTNER NATURE: INVESTMENTS INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2001 ADDRESS: 4109 ORANGEWOOD DR, ORANGE VILLAGE OH 44122 DESCRIPTION: ENTITY TO HOLD THE VARIOUS OTHER OBA'S AND A BROKERAGE ACCOUNT. 2. FRIEDMAN, LEAVITT & ASSOC., INC. POSITION: Owner/Partner NATURE: This is an Accounting Firm which has now been sold. The only activity is collecting the accounts receivables that are still owed as they are collected. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/1980 ADDRESS: 26500 Hendon, Beachwood OH 44122, United States DESCRIPTION: Bookkeeping 3. ASH BROKERAGE FOR LIFE INSURANCE POSITION: referring clients NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1999 ADDRESS: 5900 Landerbrook Drive #205, Cleveland OH 44124, United States DESCRIPTION: Commissions

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-06