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Robert Morris Friedman

Osaic Wealth, Inc.

Coral Springs, FL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-05
NC RA APPROVED 2023-12-05
FL RA APPROVED 2004-09-17
  • TX RA
    APPROVED_RES
    Since 2024-09-05
  • NC RA
    APPROVED
    Since 2023-12-05
  • FL RA
    APPROVED
    Since 2004-09-17

Branch Locations

5421 University Drive Suite 101, Coral Springs, FL 33067 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Boca Raton FL 03/2004 Present
Rmf Finanical, Inc Coral Springs FL 11/1999 Present
  • 03/2004 → Present
    Boca Raton, FL
  • 11/1999 → Present
    Rmf Finanical, Inc
    Coral Springs, FL
Previous Registrations
Other Businesses

1. URBAN LEAGUE POSITION: Board Member - NATURE: Non-Profit - Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 1700 N Austrailan Ave, West Palm Beach FL 33407 DESCRIPTION: Member of the Board Attend meetings Vote on decisions regarding organization 2. RMF FINANCIAL POSITION: President NATURE: Fixed life product sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 03/02/2000 ADDRESS: 5421 University Dr, Suite 101, Coral Springs FL 33067, United States DESCRIPTION: General agent for fixed life products only 3. PALM BEACH COUNTY SHERRIF'S OFFICE; POSITION: Volunteer NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2017; ADDRESS: 2300 Jog Rd, West Palm FL 33411, United States; DESCRIPTION: Volunteers - assist detectives in monitoring sex offenders 4. RMFFINANCIAL POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2020 ADDRESS: 5421 University Drive, Suite 101, Coral Springs FL 33067, United States DESCRIPTION: Notary - Used once 5. FIRST FINANCIAL RESORUCES POSITION: Member of IMO & LLC NATURE: Fixed Life Insurance only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2014 ADDRESS: 5421 University Dr, Suite 101, Coral Springs FL 33067, United States DESCRIPTION: Sell fixed Life Insurance 6. SIMPLICITY GROUP POSITION: Member NATURE: Fixed Life Insurance only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2014 ADDRESS: 5421 University Drive, Coral Springs FL 33067, United States DESCRIPTION: Sell fixed Life Insurance 7. HOSPICE OF PAM BEACH COUNTY FOUNDATION POSITION: Board member NATURE: Non profit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 5300 East Avenue, West Palm Beach FL 33401, United States DESCRIPTION: Attend board meetings 8.FLORIDA HIGHWAY PATROL ADVISORY COUNCIL POSITION: Volunteer member NATURE: Volunteer Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/16/2026 ADDRESS: 2900 Apalachee Parkway, Tallahassee FL 32399, United States DESCRIPTION: Helping support Florida Highway patrol troopers. Including fundraising opportunities for injured or disabled troopers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-07
S63 Uniform Securities Agent State Law Examination 1984-03-27
  • S65 Uniform Investment Adviser Law Examination
    1999-05-07
  • S63 Uniform Securities Agent State Law Examination
    1984-03-27

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