Mark Whitehead Friedman

Current Employers

Employment History

• 05/2010 → 01/2018
  Invest Financial Corp.
  Tampa, FL
• 01/2018 → 06/2024
  Securities America, Inc.
  Tallahassee, FL
• 01/2018 → 06/2024
  Securities America Advisors
  Tallahassee, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bradenton, FL

Previous Registrations

• 2018-01-11 → 2024-06-14
  Securities America Advisors, Inc.
  East Point, FL
  Tallahassee, FL
• 2010-07-27 → 2018-01-08
  Invest Financial Corporation
  Duluth, GA
  East Point, FL
  Tallahassee, FL
• 2004-11-18 → 2006-03-28
  Farnsley Wealth Management, Llc
  Apalachicola, FL

Other Businesses

1. Fisher & Friedman, PA Position: Partner & CPA - Nature: Tax preparation and accounting services. Investment Related: No - Hours: 30 - Securities Trading Hours: 25 - Start Date: 01/01/2010 - Address: 2509 BARRINGTON CIRLCE, SUITE 113, TALLAHASSEE, FL 32308 2. FSU Foundation Gift Planning Council Position: Volunteer - Nature: gift planning council - Investment Related: No Hours: 2 - Securities Trading Hours: 1 - Start Date: 04/02/2012 Address: 2010 Levy Avenue, Building B, Tallahassee FL 32310 3. TROP ROCK MUSIC ASSOCIATION, INC. POSITION: Volunteer/Board Member NATURE: Promotion of "Trop Rock" music and annual awards ceremony. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2012 ADDRESS: PO Box 16126, Tallahassee FL 32317 DESCRIPTION: Board member. TRMA is a membership-based organization with a board of approximately 16 members. I work with other board members to run the organization and annual awards process. Primarily consists of email correspondence and some weekend travel. 4. DBA - Friedman Wealth Management, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-25
• S66 Uniform Combined State Law Examination
  2004-06-17

Other Names

• Mark W. Friedman