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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

Brian John Delany

Advisor at OPPENHEIMER & CO. INC.

PARK CITY, UT | NEW YORK, NY

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Search this name across graphsid dfx:ria:81896df3-e6a8-d291-ab76-8cdc88c0d903

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 25, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OPPENHEIMER & CO. INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 14, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 14, 1992
First registration: Jul 25, 2018
Dual registered: yes, broker-dealer
IAPD individual key: 2202379

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jun 18, 2026	n/a	yes	NEW YORK, NY\|PARK CITY, UT	Current employment
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	Apr 8, 2024	Jan 16, 2026	no	NEW YORK, NY\|Park City, UT	Previous registration
MORETON CAPITAL ADVISORS, LLC	n/a	Mar 2, 2022	May 26, 2022	no	Park City, UT\|MINNETONKA, MN	Previous registration
MORGAN STANLEY	Wirehouse	Jul 25, 2018	Feb 10, 2020	no	Holladay, UT\|Park City, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JANNEY MONTGOMERY SCOTT LLC	OPPENHEIMER & CO. INC.	Jan 16, 2026	Jun 18, 2026	153	Firm change	Ibd to ibd
MORETON CAPITAL ADVISORS, LLC	JANNEY MONTGOMERY SCOTT LLC	May 26, 2022	Apr 8, 2024	683	Firm change after gap	Other
MORGAN STANLEY	MORETON CAPITAL ADVISORS, LLC	Feb 10, 2020	Mar 2, 2022	751	Firm change after gap	Other

Relationships

Registered with (4)

→ OPPENHEIMER & CO. INC.Registered adviserregistration: current employment
Jun 18, 2026 to presentfactForm ADV
→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: previous registration
Apr 8, 2024 to Jan 16, 2026factForm ADV
→ MORETON CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 2, 2022 to May 26, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 25, 2018 to Feb 10, 2020factForm ADV

Dated events

Occurred
Jan 16, 2026
Advisor changed firm
Brian John Delany left Janney Montgomery Scott Llc for Oppenheimer & Co. Inc. (registered 2026-06-18)
Form ADVobserved 5 days ago
Occurred
May 26, 2022
Advisor changed firm
Brian John Delany left Moreton Capital Advisors, Llc for Janney Montgomery Scott Llc (registered 2024-04-08)
Form ADVobserved 5 days ago