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 Webb
Feed of 09/15/2026
Also filed as Joe Webb
At current firm
1 y
since Mar 31, 2025
In the industry
25 y
since Nov 27, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
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
- Harvest Investment Services, LLC independent RIA currentsince Mar 31, 2025 · Palmetto Bay, Fl
- Envoy Advisory Inc. independent RIA currentsince Mar 31, 2025 · Colorado Springs, Co
- Inspire Advisors, LLC independent RIAFeb 27, 2019 to Jan 30, 2025 · Palmetto Bay, Fl
- Inspire Investing, LLC asset managerFeb 11, 2019 to Mar 4, 2019 · Palmetto Bay, Fl
- Sb Advisory, LLC independent RIAJan 17, 2018 to Mar 7, 2019 · Palmetto Bay,, Fl
- G. A. Repple & Company BD affiliatedJun 6, 2016 to Jun 19, 2017 · Palmetto Bay, Fl
- Financial West Group formerJun 11, 2014 to Apr 25, 2016 · Westlake Village, Ca
- Centaurus Financial, Inc. BD affiliatedApr 15, 2010 to Jul 9, 2014 · Fort Lauderdale, Fl
- MML Investors Services, LLC BD affiliatedJul 20, 2006 to Apr 7, 2010 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Inspire Advisors, LLC to Harvest Investment Services, LLCleft Jan 30, 2025, registered Mar 31, 2025 (60 days) · RIA to RIA
- Sb Advisory, LLC to Inspire Investing, LLCleft Mar 7, 2019, registered Feb 11, 2019 (-24 days) · Other
- Inspire Investing, LLC to Inspire Advisors, LLCleft Mar 4, 2019, registered Feb 27, 2019 (-5 days) · Other · moved with a team
- G. A. Repple & Company to Sb Advisory, LLCleft Jun 19, 2017, registered Jan 17, 2018 (212 days) · Other · moved with a team
- Financial West Group to G. A. Repple & Companyleft Apr 25, 2016, registered Jun 6, 2016 (42 days) · Other
- Centaurus Financial, Inc. to Financial West Groupleft Jul 9, 2014, registered Jun 11, 2014 (-28 days) · Other
- MML Investors Services, LLC to Centaurus Financial, Inc.left Apr 7, 2010, registered Apr 15, 2010 (8 days) · Other
Signals
- Joseph Webb left Inspire Advisors, Llc for Envoy Advisory Inc. (registered 2025-03-31)Jan 30, 2025 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address