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CD

Christine T. Delaney

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CRD#: 2105956
CD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christine Therese Delaney, who also goes by Christine T Delaney, was a registered financial professional .

Christine is a previously registered financial professional and started their career in finance in 1993. Christine had worked at 6 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine T Delaney

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 8, 2019 - March 11, 2020

INTREPID INVESTMENT BANKERS LLC

BD
CRD#: 154801
GLENDALE, CA
Past

August 16, 2006 - September 22, 2025

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
BUCKEYE, AZ
Past

August 16, 2006 - September 22, 2025

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
BUCKEYE, AZ
Past

July 26, 2005 - July 17, 2006

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
IRVINE, CA
Past

April 21, 2005 - July 17, 2006

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

August 8, 2000 - April 15, 2005

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

May 1, 1998 - August 7, 2000

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

May 21, 1996 - May 1, 1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

February 5, 1993 - May 3, 1996

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/9/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


II
INTREPID INVESTMENT BANKERS LLC
INTREPID INVESTMENT BANKERS LLC | INTREPID MERCHANT BANKERS, LLC

CRD#: 154801 / SEC#: , 8-68674

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
11755 Wilshire Blvd., Suite 2150 And 2200, Los Angeles, CA 90025
Mailing Address
11755 Wilshire Blvd., Suite 2150 And 2200, Los Angeles, CA 90025
Phone number
(310) 478-9000
Established
Delaware since 04/28/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MUFG AMERICAS HOLDINGS CORPORATIONDIRECT OWNER
BAGDASARIAN, EDUARDCEO1307175
FREEDMAN, JAMES BARRYMANAGING DIRECTOR, CHAIRMAN1616904
MILKMAN, PAUL DAVIDCHIEF INFORMATION SECURITY OFFICER1564708
MORIN, STACEY LYNNCHIEF FINANCIAL OFFICER5649422
ROSENBERG, W MICHAELSENIOR MANAGING DIRECTOR1617639
SCANDURA, STEPHEN THOMASCHIEF COMPLIANCE OFFICER4539229

Red Flags


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.

Company Information


INTREPID INVESTMENT BANKERS LLC

CRD#: 154801

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