Ruth Elaine Delaney

Current Employers

Employment History

• 01/2011 → 11/2016
  Geneos Wealth Management , Inc.
  Tampa, FL
• 01/2002 → Present
  Greenleaf Financial Strategies, Inc.
  Tampa, FL
• 11/2016 → 11/2018
  Sii
  Tampa, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  Tampa, FL

Previous Registrations

• 2016-11-04 → 2018-11-02
  Signator Investors, Inc.
  Tampa, FL
  Tampa, FL
• 2011-01-12 → 2016-11-08
  Geneos Wealth Management, Inc.
  Tampa, FL
  Tampa, FL
  St. Augustine, FL
• 2003-02-13 → 2010-12-31
  Concourse Financial Group Securities, Inc.
  Tampa, FL
  Land O Lakes, FL
  Tampa, FL

Other Businesses

1. GREENLEAF FINANCIAL STRATEGIES, INC. POSITION: President NATURE: S Corporation used to transfer my fees and commissions for purposes of income tax reporting. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2001 ADDRESS: 3844 Pacente Loop, Wesley Chapel FL 33543, United States DESCRIPTION: Record keeping for expenses attributable tothe S Corp. 2. CONCIERGE FINANCIAL ORGANIZATION POSITION: Insurance Broker NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/04/2016 ADDRESS: 1511 N West Shore Blvd, Suite 1100, Tampa FL 33607, United States DESCRIPTION: Insurance Broker 3. CONCIERGE FINANCIAL ORGANIZATION POSITION: Marketing and branding and branding under this business name NATURE: Cummings Financial, Inc. DBA Concierge Financial Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/04/2016 ADDRESS: 1511 N West Shore Blvd, Suite 1100, Tampa FL 33607, United States DESCRIPTION: Sales and Marketing 4. GREENLEAF FINANCIAL STRATEGIES, INC. POSITION: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2017 ADDRESS: 3844 Pacente Loop, Wesley Chapel FL 33543, United States DESCRIPTION: Write books 5.PASCO POLL WORKER POSITION: EVID Specialist NATURE: Volunteer position to assist at the Voting polls for county, state and federal elections. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/05/2026 ADDRESS: 3844 Pacnte Loop, Wesley Chapel FL 33543, United States DESCRIPTION: Register eligible voters at the polls.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-01-20

Designations

Other Names

• Robin Delaney