Sarah E Delaney

Current Employers

Employment History

• 12/2015 → 10/2017
  Virtus Wealth Advisors
  Orlando, FL
• 10/2017 → 03/2018
  Unemployed
  Irvine, CA
• 03/2018 → 10/2018
  Ameriprise Financial Services, Inc.
  Newport Beach, CA
• 05/2019 → 07/2019
  Edward Jones
  St.LOuis, MO
• 11/2018 → 04/2019
  Unemployed
  Irvine, CA
• 07/2019 → 12/2019
  Unemployed
  Irvine, CA
• 12/2019 → Present
  Irl Financial Llc
  Casselberry, FL
• 07/2022 → Present
  Fortress Wealth Group
  Orlando, FL

Previous Registrations

• 2019-05-13 → 2019-07-29
  Edward Jones
  St Louis, MO
  Irvine, CA
• 2018-04-04 → 2018-10-31
  Ameriprise Financial Services, Llc
  Newport Beach, CA
• 2015-12-21 → 2017-10-18
  Ameriprise Financial Services, Llc
  Orlando, FL
• 2015-05-04 → 2015-11-12
  Ameriprise Financial Services, Llc
  Orlando, FL

Other Businesses

Licensed Insurance agent in state of CA and FL contracted through Ash Brokerage with Principal National Life as of 5/6/21 to produce Life Insurance for clients of IRL Financial, LLC. Hours spend on this is about 1-2 hours per month. Use this relationship to assist Financial Planning clients in obtaining Life insurance policies if plan shows a need for it. Project Manager for FWG which is an SEC registered RIA located at 1099 W Morse Blvd, Winter Park, FL 32789. Work approx 15 hours per week - of which approx 10 hours are during trading hours. Duties are to manage process to launch and manage operations of private fund. This does not require any investment related advice/communication with clients or prospective clients of FWG.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-03
• S63 Uniform Securities Agent State Law Examination
  2011-10-10

Other Names

• Sarah E Delaney
• Sarah Eleec Delaney