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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-10 |
| IL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
27575 Ferry Rd Ste 100, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Warrenville | IL | 07/2015 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
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