Delaney Jane Jean

Current Employers

Employment History

• 05/2018 → 05/2023
  Planned Futures
  Williamsport, PA
• 08/2017 → 05/2018
  First Quality
  Mcelhattan, PA
• 08/2016 → 08/2018
  Belpine Real Estate
  Williamsport, PA
• 08/2015 → 08/2017
  Hana Asian Bistro
  Williamsport, PA
• 08/2008 → 05/2018
  Student
  Lock Haven, PA
• 06/2018 → 07/2020
  Voya Financial Advisors, Inc.
  Williamsport, PA
• 07/2020 → 05/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2020 → 05/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2023 → 08/2024
  Lpl Financial, Llc
  Williamsport, PA
• 05/2023 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-07-17 → 2023-05-23
  Cambridge Investment Research Advisors, Inc.
  Williamsport, PA

Other Businesses

1) Merit Financial Advisors - Inv. Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 03/24/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - 160 hrs/month all during trading - Service clients 2) Fixed Insurance - Investment Related - At Registered Location - Independent Insurance Agencies - Agent - 7/2024 - 10 hrs/month all during trading hrs - Provide insurance advice based on the needs of clients 3) Real Estate Rental - Owner/landowner - Inv. Related- Williamsport, PA - start date 02/03/2023- 5 hrs./mth 0 during trading 4) Shale Ridge Farms - Farm/owner - raise livestock for butcher and sale to the public - Trout Run, PA - start date 01/01/2019- 10 hrs./mth 0 during trading 5) ABC Jean Properties, LLC; Not investment-related; 10758 Rose Valley Rd. Trout Run, PA 17771; Rental properties; Owner; 05/15/2025; 20 hours monthly; 0 hours during securities trading hours; LLC owns 3 rental properties 6) Rental Property 133-135 Spruce St; Not investment-related; 133-135 Spruce St. Jersey Shore, PA 17740; Rental property; Owner; 05/20/2024; 20 hours monthly; 0 hours during securities trading hours 7) Rental Property 504 Broad St.; Not investment-related; 504, 506, 506.5 Broad St. 503, 505 Church Ally Montoursville, PA 17754; Rental property; Owner; 11/01/2023; 20 hours monthly; 0 hours during securities trading hours 8) Rental Property: 1192 Penn St; Not investment-related; 1192 Penn St. Williamsport, PA 17701; Rental property; Owner; 02/06/2023; 20 hours monthly; 0 hours during secutiries trading hours

Exams

• S66 Uniform Combined State Law Examination
  2019-03-20

Other Names

• Delaney Carey
• Delaney Jane Carey