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Detailed Report
Delaney Jane Jean
Delaney Jane Carey, Delaney Carey
CRD#: 6969125
IA
Investment Adviser
B
Broker
MERIT FINANCIAL ADVISORSCRD#: 142457 Oaks Plaza 2350 E. Third Street
Suite 6
Williamsport, PA 17701
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 Oaks Plaza 2350 E. Third Street
Suite 6
Williamsport, PA 17701
Registration History
201920202021202220232024202520262 FIRMS2020 - 2023 (2 years)IAMERIT FINANCIAL ADVISORS (CRD# 142457)2023 - Present (1 year)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2023 - 2024 (1 year)BVOYA FINANCIAL ADVISORS, INC. (CRD# 2882)2019 - 2020 (1 year)
License(s)

State Registrations

B
Alabama 10/11/2024
B
Nebraska 10/11/2024
B
Arizona 10/11/2024
B
New Jersey 10/11/2024
B
Arkansas 1/7/2025
B
New York 10/11/2024
B
California 10/11/2024
B
North Carolina 10/11/2024
B
Colorado 10/11/2024
B
Ohio 10/14/2024
B
Delaware 10/11/2024
B
Oklahoma 10/11/2024
B
Florida 10/11/2024
IA
Pennsylvania 5/22/2023
B
Georgia 10/11/2024
B
Pennsylvania 8/16/2024
B
Kansas 10/11/2024
B
South Carolina 10/11/2024
B
Louisiana 10/11/2024
B
Tennessee 10/11/2024
B
Maryland 10/11/2024
B
Texas 10/11/2024
B
Massachusetts 1/21/2025
B
Vermont 10/11/2024
B
Michigan 10/11/2024
B
Virginia 10/11/2024
B
Minnesota 10/11/2024
B
Washington 10/11/2024
B
Mississippi 10/11/2024
B
West Virginia 10/11/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
Oaks Plaza 2350 E. Third Street Suite 6, Williamsport, PA 17701
Registered with this firm since 5/22/2023
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
Oaks Plaza 2350 E. Third Street Suite 6, Williamsport, PA 17701
Registered with this firm since 8/16/2024
Previous Registration(s)
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B
 05/19/2023 - 08/16/2024 LPL FINANCIAL LLC (CRD#:6413) WILLIAMSPORT, PA
IA
 07/17/2020 - 05/23/2023 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139) williamsport, PA
B
 07/17/2020 - 05/23/2023 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) williamsport, PA
B
 01/08/2019 - 07/24/2020 VOYA FINANCIAL ADVISORS, INC. (CRD#:2882) WILLIAMSPORT, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.