Herbert J Friedman

Current Employers

Portfolio Medics, Llc

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01
FL	RA	APPROVED	2025-01-01
NH	RA	APPROVED	2019-07-15
LA	RA	APPROVED	2019-01-09
TX	RA	APPROVED	2019-01-08

CA RA
APPROVED

Since 2025-01-01
FL RA
APPROVED

Since 2025-01-01
NH RA
APPROVED

Since 2019-07-15
LA RA
APPROVED

Since 2019-01-09
TX RA
APPROVED

Since 2019-01-08

Branch Locations

Singer Island, FL • United States

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

Disclosures

1 disclosure category 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 Yes
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
Royal Alliance Associates, Inc.	Princeton	NJ	06/1994	07/2018
New Century Financial Group Llc	Princeton	NJ	07/1994	07/2018
Portfolio Medics, Llc	Singer Island	FL	07/2018	Present

06/1994 → 07/2018

Royal Alliance Associates, Inc.

Princeton, NJ
07/1994 → 07/2018

New Century Financial Group Llc

Princeton, NJ
07/2018 → Present

Portfolio Medics, Llc

Singer Island, FL

Previous Registrations

1997-07-08 → 2018-07-09

New Century Financial Group, Llc

Princeton, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-03-23
S63	Uniform Securities Agent State Law Examination	1986-09-12

S65 Uniform Investment Adviser Law Examination

1995-03-23
S63 Uniform Securities Agent State Law Examination

1986-09-12