Rebecca Stubbs Murphy

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-09-01
TX	RA	APPROVED	2023-09-01

OH RA
APPROVED

Since 2023-09-01
TX RA
APPROVED

Since 2023-09-01

Branch Locations

1651 Crossings Parkway Suite A, Westlake, OH 44145 • United States

7055 Engle Rd. Suite 1-101, Middleburg Heights, OH 44130 • 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

Organization	City	State	From	To
Mass Mutual	Springfield	MA	01/2001	12/2020
Mml Investors Services, Inc.	Cleveland	OH	01/2001	12/2020
Sagepoint Financial, Inc.	Cleveland	OH	12/2020	09/2023
Osaic Wealth, Inc.	Strongsville	OH	09/2023	Present

01/2001 → 12/2020

Mass Mutual

Springfield, MA
01/2001 → 12/2020

Mml Investors Services, Inc.

Cleveland, OH
12/2020 → 09/2023

Sagepoint Financial, Inc.

Cleveland, OH
09/2023 → Present

Osaic Wealth, Inc.

Strongsville, OH

Previous Registrations

2020-12-17 → 2023-09-01

Osaic Services, Inc.

Cleveland, OH

Phoenix, AZ

Strongsville, OH
2001-10-17 → 2020-12-18

Mml Investors Services, Llc

Cleveland, OH

Middleburg Heights, OH

Other Businesses

1. LAKEVIEW WEALTH MANAGEMENT POSITION: Financial Planner/Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/17/2020 ADDRESS: 7055 Engle Rd, Suite 1-101, Middleburg Heights OH 44130, United States DESCRIPTION: Financial Planning, Wealth Management, Insurance 2. BB LEGACY POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2017 ADDRESS: 7055 Engle Road, Suite 1-101, Cleveland OH 44130, United States DESCRIPTION: Identify and pay bills associated with keeping the building running. Collect rent, maintain bank account in the name of BB Legacy 3. RSM FINANCIAL PLANNING, LLC POSITION: Owner/Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 125 START DATE: 01/01/2026 ADDRESS: 7055 Engle Road, Suite 1-101, Cleveland OH 44130, United States DESCRIPTION: Sales, service of investments, insurance. Retirement. 4. RSM FINANCIAL PLANNING, LLC POSITION: Sole Member Owner NATURE: This is strictly the business entity under which broker-dealer related activities are conducted INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 7055 Engle Road, Suite 1-101, Cleveland OH 44130, United States DESCRIPTION: I am strictly the only member of this entity. As such, I own this entity. 5.FACILITATED DIVORCE SOLUTIONS, LLC POSITION: Owner/Certified Divorce Financial Analyst NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2010 ADDRESS: 7055 Engle Road, Ste. 1-101, Middleburg Heights OH 44130, United States DESCRIPTION: Certified Divorce Financial Analyst/Financial Neutral/Mediator/Advocate

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2005-04-18
S65	Uniform Investment Adviser Law Examination	2000-12-13

S63 Uniform Securities Agent State Law Examination

2005-04-18
S65 Uniform Investment Adviser Law Examination

2000-12-13

Designations

Other Names

Rebecca Ann (Stubbs) Murphy
Rebecca Ann Murphy
Rebecca S Murphy

View on SEC IAPD