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RIA / WealthAdvisor22 years in industry

JOSEPH PATRICK DELANEY

Advisor at ROBERTSON STEPHENS

SAN FRANCISCO, CA | Novato, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2005 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: ROBERTSON STEPHENS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 26, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Nov 26, 2003
First registration: Apr 5, 2005
Dual registered: no
Other names: JOE DELANEY
IAPD individual key: 1741821

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
ROBERTSON STEPHENS	Independent wealth	Oct 3, 2023	n/a	yes	Novato, CA\|SAN FRANCISCO, CA	Current employment
LIFEGUARD WEALTH, LLC	n/a	Jul 11, 2012	Oct 16, 2023	no	NOVATO, CA	Previous registration
VISTA WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 24, 2009	Jul 9, 2012	no	PALO ALTO, CA	Previous registration
EQUIUS PARTNERS, INC.	Former SEC adviser	Apr 5, 2005	Jan 6, 2009	no	NOVATO, CA\|TIBURON, CA	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
LIFEGUARD WEALTH, LLC	ROBERTSON STEPHENS	Oct 16, 2023	Oct 3, 2023	-13	Firm change	Other
VISTA WEALTH MANAGEMENT, LLC	LIFEGUARD WEALTH, LLC	Jul 9, 2012	Jul 11, 2012	2	Firm change	Other
EQUIUS PARTNERS, INC.	VISTA WEALTH MANAGEMENT, LLC	Jan 6, 2009	Jun 24, 2009	169	Firm change	Other

Relationships

Registered with (4)

→ ROBERTSON STEPHENSRegistered adviserregistration: current employment
Oct 3, 2023 to presentfactForm ADV
→ LIFEGUARD WEALTH, LLCRegistered adviserregistration: previous registration
Jul 11, 2012 to Oct 16, 2023factForm ADV
→ VISTA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 24, 2009 to Jul 9, 2012factForm ADV
→ EQUIUS PARTNERS, INC.Registered adviserregistration: previous registration
Apr 5, 2005 to Jan 6, 2009factForm ADV

Dated events

Occurred
Oct 16, 2023
Advisor changed firm
Joseph Patrick Delaney left Lifeguard Wealth, Llc for Robertson Stephens (registered 2023-10-03)
Form ADVobserved 6 days ago