DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner25 years in industry

JOSEPH MARTIN CONACHY

Advisor at CREATIVE PLANNING

Walnut Creek, CA | West Linn, OR | El Dorado Hills, CA | OVERLAND PARK, KS | Burlingame, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc71e689-debb-249e-1351-31c8573c9075

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2003 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: CREATIVE PLANNING
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: Apr 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 12, 2001
First registration: Aug 25, 2003
Dual registered: no
Other names: JOSEPH M. CONACHY|JOSEPH M. CONACHY|JOE M. CONACHY
IAPD individual key: 4326570

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
CREATIVE PLANNING	Independent wealth	May 6, 2025	n/a	yes	Walnut Creek, CA\|OVERLAND PARK, KS\|Burlingame, CA\|El Dorado Hills, CA\|West Linn, OR	Current employment
OSBORNE PARTNERS	Independent wealth	May 11, 2020	May 16, 2025	no	SAN FRANCISCO, CA\|WEST LINN, OR	Previous registration
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Oct 3, 2015	Dec 15, 2017	no	SEATTLE, WA	Previous registration
EMPIRICAL WEALTH MANAGEMENT	Independent wealth	May 14, 2015	May 27, 2020	no	SEATTLE, WA\|Portland, OR	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 25, 2003	May 8, 2015	no	CORTE MADERA, CA\|Charlotte, NC\|PORTLAND, OR\|Tacoma, WA\|Lake Oswego, OR\|San Francisco, CA\|Walnut Creek, 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
OSBORNE PARTNERS	CREATIVE PLANNING	May 16, 2025	May 6, 2025	-10	Firm change	RIA to RIA
EMPIRICAL WEALTH MANAGEMENT	DIRECTIONAL FINANCIAL SERVICES	May 27, 2020	Oct 3, 2015	-1,698	Firm change after gap	Other
DIRECTIONAL FINANCIAL SERVICES	OSBORNE PARTNERS	Dec 15, 2017	May 11, 2020	878	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	EMPIRICAL WEALTH MANAGEMENT	May 8, 2015	May 14, 2015	6	Firm change	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
May 6, 2025 to presentfactForm ADV
→ OSBORNE PARTNERSRegistered adviserregistration: previous registration
May 11, 2020 to May 16, 2025factForm ADV
→ EMPIRICAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 14, 2015 to May 27, 2020factForm ADV
→ DIRECTIONAL FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 3, 2015 to Dec 15, 2017factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 25, 2003 to May 8, 2015factForm ADV

Dated events

Occurred
May 16, 2025
Advisor changed firm
Joseph Martin Conachy left Osborne Partners for Creative Planning (registered 2025-05-06)
Form ADVobserved 4 days ago