Joseph Patrick Delaney

Current Employers

Robertson Stephens

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-10-03
TX	RA	APPROVED	2023-10-03

CA RA
APPROVED

Since 2023-10-03
TX RA
APPROVED

Since 2023-10-03

Branch Locations

Novato, CA • United States

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lifeguard Wealth, Llc	San Rafael	CA	07/2012	09/2023
Robertson Stephens Wealth Management, Llc	San Francisco	CA	10/2023	Present

07/2012 → 09/2023

Lifeguard Wealth, Llc

San Rafael, CA
10/2023 → Present

Robertson Stephens Wealth Management, Llc

San Francisco, CA

Previous Registrations

2012-07-11 → 2023-10-16

Lifeguard Wealth, Llc

Novato, CA
2009-06-24 → 2012-07-09

Vista Wealth Management, Llc

Palo Alto, CA
2005-04-05 → 2009-01-06

Equius Partners, Inc.

Novato, CA

Tiburon, CA

Other Businesses

Joseph Patrick Delaney is a California Real Estate Broker. In the capacity of a real estate broker he is never serving any clients of Robertson Stephens Wealth Management, LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-11-26

S65 Uniform Investment Adviser Law Examination

2003-11-26

Other Names

Joe Delaney

View on SEC IAPD