DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Sharon Marie Cirillo
Feed of 09/14/2026
Also filed as Sharon Marie Cirillo
At current firm
4 y
since Jul 29, 2022
In the industry
19 y
since Dec 12, 2006 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Xml Financial Group independent RIA currentsince Jul 29, 2022 · Boynton Beach, Fl
- Valic Financial Advisors, Inc. BD affiliatedNov 3, 2021 to Jul 22, 2022 · Tampa, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedMay 30, 2019 to Dec 16, 2021 · Basking Ridge, Nj
- Wiss Private Client Advisors, LLC independent RIAJan 29, 2019 to Apr 22, 2019 · Florham Park, Nj
- Regentatlantic formerOct 19, 2018 to Jan 11, 2019 · Morristown, Nj
- RBC Capital Markets, LLC national BDJun 11, 2010 to Aug 8, 2018 · Parsippany, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 21, 2010 to Jun 8, 2010 · Florham Park, Nj
- Morgan Stanley wirehouseJun 1, 2009 to Jan 11, 2010 · Warren, Nj
- Morgan Stanley & Co. LLC unclassifiedAug 28, 2007 to Jun 1, 2009 · Warren, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 13, 2006 to Aug 24, 2007 · Short Hills, Nj
Moves
a registration end followed by a registration begin elsewhere
- Valic Financial Advisors, Inc. to Xml Financial Groupleft Jul 22, 2022, registered Jul 29, 2022 (7 days) · Affiliated broker-dealer or bank to independent RIA
- Raymond James Financial Services Advisors, Inc to Valic Financial Advisors, Inc.left Dec 16, 2021, registered Nov 3, 2021 (-43 days) · Affiliated broker-dealer or bank to another
- Wiss Private Client Advisors, LLC to Raymond James Financial Services Advisors, Incleft Apr 22, 2019, registered May 30, 2019 (38 days) · RIA to affiliated broker-dealer or bank
- Regentatlantic to Wiss Private Client Advisors, LLCleft Jan 11, 2019, registered Jan 29, 2019 (18 days) · RIA to RIA
- RBC Capital Markets, LLC to Regentatlanticleft Aug 8, 2018, registered Oct 19, 2018 (72 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to RBC Capital Markets, LLCleft Jun 8, 2010, registered Jun 11, 2010 (3 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jan 11, 2010, registered Jan 21, 2010 (10 days) · Wirehouse to wirehouse
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley & Co. LLCleft Aug 24, 2007, registered Aug 28, 2007 (4 days) · Other
Signals
- Sharon Marie Cirillo left Valic Financial Advisors, Inc. for Xml Financial Group (registered 2022-07-29)Jul 22, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address