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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

SHARON MARIE CIRILLO

Advisor at XML FINANCIAL GROUP

Boynton Beach, FL

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Search this name across graphsid dfx:ria:2ef11ac3-5be5-d197-1804-548863cf1f19

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: XML FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 12, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 12, 2006
First registration: Dec 13, 2006
Dual registered: yes, broker-dealer
Other names: SHARON MARIE CIRILLO|SHARON CIRILLO|SHARON MARIE HENNIGAN|SHARON MARIE CIRILLO|SHARON CIRILLO|SHARON MARIE CIRILLO|SHARON HENNIGAN|SHARON M CIRILLO
IAPD individual key: 1767757

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XML FINANCIAL GROUP	Independent wealth	Jul 29, 2022	n/a	yes	Boynton Beach, FL	Current employment
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Nov 3, 2021	Jul 22, 2022	no	TAMPA, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	May 30, 2019	Dec 16, 2021	no	BASKING RIDGE, NJ	Previous registration
WISS PRIVATE CLIENT ADVISORS, LLC	Independent wealth	Jan 29, 2019	Apr 22, 2019	no	FLORHAM PARK, NJ	Previous registration
Regentatlantic	Former SEC adviser	Oct 19, 2018	Jan 11, 2019	no	MORRISTOWN, NJ	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jun 11, 2010	Aug 8, 2018	no	PARSIPPANY, NJ\|FLORHAM PARK, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 21, 2010	Jun 8, 2010	no	FLORHAM PARK, NJ	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 11, 2010	no	Warren, NJ	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 28, 2007	Jun 1, 2009	no	WARREN, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 13, 2006	Aug 24, 2007	no	SHORT HILLS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VALIC FINANCIAL ADVISORS, INC.	XML FINANCIAL GROUP	Jul 22, 2022	Jul 29, 2022	7	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	VALIC FINANCIAL ADVISORS, INC.	Dec 16, 2021	Nov 3, 2021	-43	Firm change after gap	Ibd to ibd
WISS PRIVATE CLIENT ADVISORS, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 22, 2019	May 30, 2019	38	Firm change	RIA to ibd
Regentatlantic	WISS PRIVATE CLIENT ADVISORS, LLC	Jan 11, 2019	Jan 29, 2019	18	Firm change	RIA to RIA
RBC CAPITAL MARKETS, LLC	Regentatlantic	Aug 8, 2018	Oct 19, 2018	72	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RBC CAPITAL MARKETS, LLC	Jun 8, 2010	Jun 11, 2010	3	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 11, 2010	Jan 21, 2010	10	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Aug 24, 2007	Aug 28, 2007	4	Firm change	Other

Relationships

Registered with (9)

→ XML FINANCIAL GROUPRegistered adviserregistration: current employment
Jul 29, 2022 to presentfactForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Nov 3, 2021 to Jul 22, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
May 30, 2019 to Dec 16, 2021factForm ADV
→ WISS PRIVATE CLIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 29, 2019 to Apr 22, 2019factForm ADV
→ REGENTATLANTICRegistered adviserregistration: previous registration
Oct 19, 2018 to Jan 11, 2019factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jun 11, 2010 to Aug 8, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 21, 2010 to Jun 8, 2010factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 11, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 28, 2007 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jul 22, 2022
Advisor changed firm
Sharon Marie Cirillo left Valic Financial Advisors, Inc. for Xml Financial Group (registered 2022-07-29)
Form ADVobserved 6 days ago