Inactive

Daniel Ellis Rooney

Rooney Wealth Management

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Current Employers

Rooney Wealth Management

Sacramento, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-19

CA RA
APPROVED

Since 2025-11-19

Branch Locations

Sacramento, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stratford Schools	San Francisco	CA	08/2019	07/2022
San Francisco Unified School District	San Francisco	CA	08/2022	07/2024
San Luis Coastal Unified School District	Morro Bay	CA	08/2024	07/2025
Rooney Wealth Management Llc	Sacramento	CA	10/2025	Present
Cornerstone Language Academy	Cheongju		06/2018	06/2019
University Of California, Santa Cruz	Santa Cruz	CA	08/2014	12/2017
Extended Travel	N/A	CA	01/2018	06/2018

08/2019 → 07/2022

Stratford Schools

San Francisco, CA
08/2022 → 07/2024

San Francisco Unified School District

San Francisco, CA
08/2024 → 07/2025

San Luis Coastal Unified School District

Morro Bay, CA
10/2025 → Present

Rooney Wealth Management Llc

Sacramento, CA
06/2018 → 06/2019

Cornerstone Language Academy

Cheongju
08/2014 → 12/2017

University Of California, Santa Cruz

Santa Cruz, CA
01/2018 → 06/2018

Extended Travel

N/A, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-01

S65 Uniform Investment Adviser Law Examination

2025-07-01

View on SEC IAPD

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