# JOSEPH MARTIN CONACHY

JOSEPH MARTIN CONACHY is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2025-05-06 | present | Yes |
| [OSBORNE PARTNERS CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/108100) | 2020-05-11 | 2025-05-16 | — |
| [DIRECTIONAL FINANCIAL SERVICES](https://search.stillhousedata.com/firm/171903) | 2015-10-03 | 2017-12-15 | — |
| [EMPIRICAL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/152622) | 2015-05-14 | 2020-05-27 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2003-08-25 | 2015-05-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4326570)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4326570.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.