Debbi Friedman-Peters

Current Employers

Employment History

• 04/1988 → Present
  Rosenblum & Co.
  Whitehouse Sta, NJ
• 01/1999 → 12/2017
  Sii Investments, Inc.
  Whitehouse Station, NJ
• 12/2017 → 01/2021
  Lpl Financial, Llc
  Flemington, NJ
• 01/2021 → 09/2023
  Sagepoint Financial, Inc.
  Flemington, NJ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Flemington, NJ

Previous Registrations

• 2021-02-04 → 2023-09-01
  Osaic Services, Inc.
  Flemington, NJ
• 2017-12-11 → 2021-01-25
  Lpl Financial Llc
  Flemington, NJ
  San Diego, CA
  Jupiter, FL
  Flemington, NJ
• 2011-12-05 → 2017-12-08
  Sii Investments, Inc.
  Flemington, NJ
  Whitehouse Station, NJ
  Jupiter, FL

Other Businesses

1. ROSENBLUM WEALTH MANAGEMENT POSITION: Executive Vice President NATURE: Corporation used to pay staff salary, office expenses, insurance license, and fixed annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 4495 Military Trail, Suite 102, Jupiter FL 33458, United States DESCRIPTION: Manage office expenses, salaries, and insurance. 2. JUPITER TAX CENTER POSITION: Executive Vice President NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1992 ADDRESS: 4495 Military Trail, Suite 102, Jupiter FL 33458, United States DESCRIPTION: Tax Preparation 3. POWER OF ATTORNEY FOR MOTHER, PHYLLIS FRIEDMAN POSITION: POA NATURE: POA for my mother, Phyllis Friedman INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2022 ADDRESS: 734 long lane rd, Walnutport PA 18088, United States DESCRIPTION: POA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-08-23

Other Names

• Debbi Friedman