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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-10
IL RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • FL RA
    APPROVED
    Since 2024-06-10
  • IL RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

27575 Ferry Rd Ste 100, Warrenville, IL 60555 • 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
OrganizationCityStateFromTo
Woodbury Financial Services Inc Warrenville IL 07/2015 01/2024
Osaic Wealth, Inc. Warrenville IL 01/2024 Present
  • 07/2015 → 01/2024
    Woodbury Financial Services Inc
    Warrenville, IL
  • 01/2024 → Present
    Warrenville, IL
Previous Registrations
  • 2015-11-18 → 2024-01-19
    Woodbury Financial Services, Inc.
    Warrenville, IL
Other Businesses

1) SAI FINANCIAL SERVICES INC. POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2016 ADDRESS: 27575 Ferry Road, Warrenville IL 60555 DESCRIPTION: I'm an insurance agent. I sell life and health insurance products. 2) CIRELLI WEALTH GROUP POSITION: Financial Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/23/2021 ADDRESS: 27575 Ferry Road, Suite 100, Warrenville IL 60555, United States DESCRIPTION: I'm the President of Cirelli Wealth Group. It's just a corporate veil for the business I'm already in. 3) ST. FRANCIS HIGH SCHOOL POSITION: JV Head Coach NATURE: It's a high school coaching position. I'm not forming any entity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 2130 Roosevelt Rd, Wheaton IL 60187, United States DESCRIPTION: I'm the head coach for the boys JV baseball team. I will be organizing practice/game schedules, attending games, and other coaching duties. 4) MICHAEL CIRELLI POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 27575 Ferry Road Suite 100, Warrenville IL 60555, United States DESCRIPTION: Sale of fixed life insurance products. Term life insurance, MYGA's, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-06
  • S66 Uniform Combined State Law Examination
    2015-11-06

View on SEC IAPD

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