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CD

Christine Therese Delaney

CASH APP INVESTING

Oakland, CA

·CRD# 2105956·34 years experience

Professional Summary

Christine Therese Delaney, who also goes by Christine T Delaney, is a registered financial advisor currently at CASH APP INVESTING LLC located in Oakland, California. Christine is registered as a RR (Registered Representative) and started their career in finance in 1993. Christine has worked at 7 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christine T Delaney

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

CASH APP INVESTING LLC·CRD# 144076

BD

1955 Broadway Suite 600, Oakland, CA 94612

January 22, 2026 - Present

INTREPID INVESTMENT BANKERS LLC·CRD# 154801

BD

Glendale, CA

July 8, 2019 - March 11, 2020

U.S. BANCORP ADVISORS, LLC·CRD# 14455

RIA

Buckeye, AZ

August 16, 2006 - September 22, 2025

U.S. BANCORP ADVISORS, LLC·CRD# 14455

BD

Buckeye, AZ

August 16, 2006 - September 22, 2025

WAMU INVESTMENTS, INC.·CRD# 599

RIA

Irvine, CA

July 26, 2005 - July 17, 2006

WAMU INVESTMENTS, INC.·CRD# 599

BD

Irvine, CA

April 21, 2005 - July 17, 2006

TRANSAMERICA FINANCIAL ADVISORS, INC.·CRD# 3600

BD

Los Angeles, CA

August 8, 2000 - April 15, 2005

WAMU INVESTMENTS, INC.·CRD# 599

BD

Irvine, CA

May 1, 1998 - August 7, 2000

GREAT WESTERN FINANCIAL SECURITIES CORPORATION·CRD# 14229

BD

Northridge, CA

May 21, 1996 - May 1, 1998

CITICORP INVESTMENT SERVICES·CRD# 23988

BD

Long Island City, NY

February 5, 1993 - May 3, 1996

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Current Firm

CA

CASH APP INVESTING LLC

BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: 8-67630

BD

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

1955 Broadway Suite 210, Portland, OR 97214

Mailing Address

1955 Broadway Suite 600, Oakland, CA 94612

Phone Number

(855) 998-1788

Established

Delaware since 02/22/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
THIRD PARTY TECHNOLOGIES INC.	100% OWNER	—
CHRISMAN, GREER LILLIAN	FINANCIAL AND OPERATIONS PRINCIPAL	7585896
DELANEY, CHRISTINE THERESE	CHIEF COMPLIANCE OFFICER	2105956
KOLAR, LOGAN STEVENSON	CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER	6496667

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INACTIVE - DELANEY LTD, LLC, NON-INVESTMENT RELATED, 1038 BASTANCHURY ROAD, FULLERTON, CA 92835. ON-LINE RETAIL HOME ACCESSORY SALES, TITLE: CEO. START DATE: 12/31/15, # OF HOURS DEVOTED: 80, # OF HOURS DEVOTED DURING BUSINESS HOURS: 0. DESIGN MARKET AND SELL HOME ACCESSORIES ON-LINE. INACTIVE - ORLIN IMAGES, LLC, NON-INVESTMENT RELATED, 1038 BASTANCHURY ROAD, FULLERTON, CA 92835. ON-LINE RETAIL SALES OF PHOTOGRAPHY AND ARTWORK - TITLE: PRESIDENT. START DATE 3/1/16, # OF HOURS DEVOTED: 80, # OF HOURS DURING BUSINESS: 0. CURATE, MARKET & SELL ARTWORK ON-LINE. INACTIVE - THE STATEMENT PIECE COMPANY ON-LINE SALES OF ART/PHOTOGRAPHY. TITLE PRESIDENT, HOURS DEVOTED 20, DURING BUSINESS 0. NOT INVESTMENT RELATED. CURATE AND SELL ARTWORK ON-LINE. START DATE 10/19/18. ACTIVE - GOODACRE FARMS; NON-INVESTMENT RELATED; 1038 BASTANCHURY ROAD, FULLERTON, CA 92835; PIZZA/FOOD BUSINESS. 50% OWNER; START DATE 8/2021; 16 HOURS A MONTH DURING SUMMER SEASON ONLY; ZERO HOURS DURING SECURITIES TRADING HOURS; MAKE PIZZA DURING SUMMER SEASON AT LOCAL WINERIES.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Oregon
(1/22/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2001About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1993About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1995About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1992About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jun 1996About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Christine Therese Delaney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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CD

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