Mark A Cirelli

Current Employers

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-12-09
NJ	RA	APPROVED	2024-10-15
AK	RA	APPROVED	2024-10-12
CA	RA	APPROVED	2024-10-12
IL	RA	APPROVED	2024-10-12
MI	RA	APPROVED	2024-10-12
NY	RA	APPROVED	2024-10-12
NC	RA	APPROVED	2024-10-12
SC	RA	APPROVED	2024-10-12

FL RA
APPROVED

Since 2024-12-09
NJ RA
APPROVED

Since 2024-10-15
AK RA
APPROVED

Since 2024-10-12
CA RA
APPROVED

Since 2024-10-12
IL RA
APPROVED

Since 2024-10-12
MI RA
APPROVED

Since 2024-10-12
NY RA
APPROVED

Since 2024-10-12
NC RA
APPROVED

Since 2024-10-12
SC RA
APPROVED

Since 2024-10-12

Branch Locations

St. James, NY • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • 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
American Portfolios Financial Services, Inc.	Holbrook	NY	08/2009	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present
Osaic Advisory Services	Atlanta	GA	10/2024	Present

08/2009 → 10/2024

American Portfolios Financial Services, Inc.

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ
10/2024 → Present

Osaic Advisory Services

Atlanta, GA

Previous Registrations

2009-08-12 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

1. MARK CIRELLI, CPA, & NORTH SHORE WEALTH MANAGEMENT ADVISORS, INC. POSITION: President NATURE: FINANICAL PLANNING, INSURANCE, TAX PLANNING, TAX REPORTING, CONSULTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2009 ADDRESS: One World Trade Center, 85th Floor, New York NY 10007, United States DESCRIPTION: BILLING AND/OR INSURANCE COMMISSIONS, DBA North Shore Wealth Management Advisors, Inc. - financial services, Mark A. Cirelli, CPA, PC - tax preparation and planning services 2.BLACK NIRVANA, LLC POSITION: Member / Manager NATURE: LLC - Single Member Disregarded entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2026 ADDRESS: PO Box 2044, St. James NY 11780, United States DESCRIPTION: This entity is formed to be a single member LLC for purposes of holding one asset a boat. For taxation purposes it is a disregarded entity. There is no business activity planned for this entity.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-08-24

S66 Uniform Combined State Law Examination

2000-08-24

Designations

View on SEC IAPD