DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner26 years in industry

JOSEPH ALLEN SIMPSON

Advisor at EVERSOURCE WEALTH ADVISORS, LLC

BIRMINGHAM, AL | Oxford, MS | Jackson, MS

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:92f8564b-81fe-fb7d-27dd-784bfd7e4ec3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2003 to Sep 14, 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: EVERSOURCE WEALTH ADVISORS, LLC
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 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 11, 2000
First registration: Aug 19, 2003
Dual registered: no
IAPD individual key: 3093722

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
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	Jan 23, 2026	n/a	yes	Oxford, MS\|BIRMINGHAM, AL\|Jackson, MS	Current employment
BARNES PETTEY FINANCIAL ADVISORS, LLC	Independent wealth	Feb 14, 2017	Oct 18, 2023	no	CLARKSDALE, MS\|JACKSON, MS	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 29, 2013	Feb 14, 2017	no	JACKSON, MS\|JACKSON, MS\|JACKSON, MS	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 29, 2013	no	JACKSON, MS	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 12, 2009	Jun 1, 2009	no	JACKSON, MS	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 19, 2003	Feb 17, 2009	no	JACKSON, MS\|RIDGELAND, MS	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
BARNES PETTEY FINANCIAL ADVISORS, LLC	EVERSOURCE WEALTH ADVISORS, LLC	Oct 18, 2023	Jan 23, 2026	828	Firm change after gap	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	BARNES PETTEY FINANCIAL ADVISORS, LLC	Feb 14, 2017	Feb 14, 2017	0	Firm change	Other
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 29, 2013	Oct 29, 2013	0	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 17, 2009	Feb 12, 2009	-5	Firm change	Other

Relationships

Registered with (6)

→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 23, 2026 to presentfactForm ADV
→ BARNES PETTEY FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 14, 2017 to Oct 18, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 29, 2013 to Feb 14, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 29, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 12, 2009 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 19, 2003 to Feb 17, 2009factForm ADV

Dated events

Occurred
Oct 18, 2023
Advisor changed firm
Joseph Allen Simpson left Barnes Pettey Financial Advisors, Llc for Eversource Wealth Advisors, Llc (registered 2026-01-23)
Form ADVobserved 5 days ago