DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Joseph Allen Simpson
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jan 23, 2026
In the industry
26 y
since Apr 11, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Eversource Wealth Advisors, LLC independent RIA currentsince Jan 23, 2026 · Oxford, Ms
- Barnes Pettey Financial Advisors, LLC independent RIAFeb 14, 2017 to Oct 18, 2023 · Clarksdale, Ms
- Raymond James Financial Services Advisors, Inc BD affiliatedOct 29, 2013 to Feb 14, 2017 · Jackson, Ms
- Morgan Stanley wirehouseJun 1, 2009 to Oct 29, 2013 · Jackson, Ms
- Citigroup Global Markets Inc. BD affiliatedFeb 12, 2009 to Jun 1, 2009 · Jackson, Ms
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 19, 2003 to Feb 17, 2009 · Jackson, Ms
Moves
a registration end followed by a registration begin elsewhere
- Barnes Pettey Financial Advisors, LLC to Eversource Wealth Advisors, LLCleft Oct 18, 2023, registered Jan 23, 2026 (828 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Barnes Pettey Financial Advisors, LLCleft Feb 14, 2017, registered Feb 14, 2017 (0 days) · Other
- Morgan Stanley to Raymond James Financial Services Advisors, Incleft Oct 29, 2013, registered Oct 29, 2013 (0 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Feb 17, 2009, registered Feb 12, 2009 (-5 days) · Other
Signals
- Joseph Allen Simpson left Barnes Pettey Financial Advisors, Llc for Eversource Wealth Advisors, Llc (registered 2026-01-23)Oct 18, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address