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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
Branch Locations
3622 Galileo Drive Suite 103, Trinity, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Philly Pretzel Factory | Monroeville | PA | 03/2018 | 03/2020 |
| Gateway Hospice | Pittsburgh | PA | 05/2022 | 01/2024 |
| Monroeville Marlins Swim Assoication | Monroeville | PA | 10/2020 | 06/2025 |
| Gateway Hospice | Pittsburgh | PA | 01/2024 | Present |
| Capital Planning Group | Brentwood | TN | 05/2024 | 07/2025 |
| Vilardi Wealth Management | Trinity | FL | 08/2025 | Present |
| Unemployed | Monroeville | PA | 08/2015 | 02/2018 |
| Slippery Rock University Of Pennsylvania | Slippery Rock | PA | 08/2020 | 12/2023 |
| Unemployed | Monroeville | PA | 04/2020 | 07/2020 |
| Osaic Wealth, Inc. | Trinity | FL | 09/2025 | Present |
1. VILARDI WEALTH MANAGEMENT POSITION: President/owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 03/30/2026 ADDRESS: 3622 Galileo Drive, Ste 103, Trinity FL 34655, United States DESCRIPTION: Solicit and sell security investments to clients, create reports, and schedule reviews with clients. 2. VILARDI ACCOUNTING GROUP POSITION: Minor Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 3622 Galileo Dr, 103, New Port Richey FL 34655-1790, United States DESCRIPTION: We are opening a tax preparation service owned by our accounting partner. Other than 15% ownership in the company. I have no duties or am paid from the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
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