JW
Joseph Webb
ENVOY ADVISORY
Palmetto Bay, FL 33176
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CRD#: 4300522
JW
Professional summary
Joseph Webb III, who also goes by Joe Webb III, Joseph Webb, is a registered financial advisor currently at ENVOY ADVISORY INC. located in Palmetto Bay, Florida and HARVEST INVESTMENT SERVICES, LLC located in Palmetto Bay, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Webb Iii | Joseph Webb
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 01/2010 - Managing Member: Twin Peaks, LLC; Twin Peaks, LLC D/B/A Profit Planners Management Group. 40 hours per month, all during trading. Miami, FL (2) 02/2007 - Chairman/President/Director/Founder: Twin Peaks Financial Ministries - 501c(3) non-profit organization that provides financial literacy, credit, budgeting and savings 101 seminars. 3-12 hours per month, 4 hours during trading. Conducted at various churches and businesses. Not investment-related. Miami, FL. (3) 01/2010 - Principal/ Independent Insurance Agent: Profit Planners MGA, LLC - Profit Planners Management Group/Insurance Agency - sales of fixed annuities, health, UL, life insurance, and debt free strategies. 40 hours per month, all during trading. Not investment-related. Miami, Fl. (4) 01/2019 -Principal, Black Wealth Consortium- A community based, Group asset collecting Team, Real Estate, asset collecting and Financial Intelligence club (501C6, VP) 4 hours per month. NONE during market hours. Houston, TX (5) 4/2021 Community Empowerment Connections, LLC. ; Managing Member; Consulting & Business Development; Investment related; 8925 SW 148th Street, Suite 200, Palmetto Bay, FL 33176; approximately 8-10 hours/week; approximately 6-8 hours/week during trading hours; doing business consulting, development, small & medium scale, brokering connections in agriculture, construction, & small community development in the social economic space. (6) Harvest Investment Services, LLC, 1 Transam Plaza, Suite 230, Oakbrook Terrace, IL 60181-4285; investment related; Financial Advisor-Planner, start date: 12/2024; providing investment advisory services.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Webb III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 15, 2025 - Present
ENVOY ADVISORY INC.
Office #1: 8925 Sw 148 Street Suite 200, Palmetto Bay, FL 33176RIA
CRD#: 306559
Palmetto Bay, FL
Current
January 15, 2025 - Present
HARVEST INVESTMENT SERVICES, LLC
Office #1: 8925 Sw 148 Street Suite 200, Palmetto Bay, FL 33176RIA
CRD#: 159390
Palmetto Bay, FL
Past
February 27, 2019 - January 30, 2025
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
Palmetto Bay, FL
Past
February 11, 2019 - March 4, 2019
INSPIRE INVESTING, LLC
RIA
CRD#: 171988
Palmetto Bay, FL
Past
January 17, 2018 - March 7, 2019
SB ADVISORY, LLC
RIA
CRD#: 154680
Palmetto Bay,, FL
Past
September 22, 2017 - March 7, 2019
IFS SECURITIES
BD
CRD#: 40375
Palmetto Bay, FL
Past
June 8, 2016 - June 19, 2017
G. A. REPPLE & COMPANY
BD
CRD#: 17486
Palmetto Bay, FL
Past
June 6, 2016 - June 19, 2017
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
Palmetto Bay, FL
Past
June 11, 2014 - April 25, 2016
FINANCIAL WEST GROUP
RIA
CRD#: 16668
PALMETTO BAY, FL
Past
June 9, 2014 - April 25, 2016
FINANCIAL WEST GROUP
BD
CRD#: 16668
PALMETTO BAY, FL
Past
April 15, 2010 - July 9, 2014
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
PALMETTO BAY, FL
Past
March 31, 2010 - July 9, 2014
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
PALMETTO BAY, FL
Past
July 20, 2006 - April 7, 2010
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
PALMETTO BAY, FL
Past
June 29, 2006 - April 7, 2010
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
PALMETTO BAY, FL
Past
July 21, 2005 - April 11, 2006
JW RICHARDS, INC
BD
CRD#: 42763
LONGWOOD, FL
Past
January 9, 2004 - July 13, 2005
G. A. REPPLE & COMPANY
BD
CRD#: 17486
CASSELBERRY, FL
Past
August 26, 2002 - January 2, 2004
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
BOCA RATON, FL
Past
June 8, 2001 - September 4, 2002
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past
November 24, 2000 - May 1, 2001
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HARVEST INVESTMENT SERVICES, LLC
COMPREHENSIVE FINANCIAL PLANNING SERVICES | PYLE FINANCIAL SERVICES, INC | PROGRESSIVE FINANCIAL PLANNING SERVICES, INC. | HARVEST INVESTMENT SERVICES, LLC | HARVEST INVESTMENT SERVICES, INC. | HARRISON FINANCIAL GROUP, INC. | HARRISON FINANCIAL GROUP, INC | DOUBLE W FINANCIAL GROUP, INC. | COPELIN FINANCIAL ADVISORS
CRD#: 159390 / SEC#: 801-79232
RIA
Registered Investment Advisory firm - (2/24/2014 Approved)Arizona
Registered Investment Advisory firm - (3/21/2014 Terminated)California
Registered Investment Advisory firm - (4/20/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2014 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/21/2014 Terminated)Texas
Registered Investment Advisory firm - (3/21/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
HI
HARVEST INVESTMENT SERVICES, LLC
COMPREHENSIVE FINANCIAL PLANNING SERVICES | PYLE FINANCIAL SERVICES, INC | PROGRESSIVE FINANCIAL PLANNING SERVICES, INC. | HARVEST INVESTMENT SERVICES, LLC | HARVEST INVESTMENT SERVICES, INC. | HARRISON FINANCIAL GROUP, INC. | HARRISON FINANCIAL GROUP, INC | DOUBLE W FINANCIAL GROUP, INC. | COPELIN FINANCIAL ADVISORS
CRD#: 159390 / SEC#: 801-79232
RIA
Registered Investment Advisory firm - (2/24/2014 Approved)Arizona
Registered Investment Advisory firm - (3/21/2014 Terminated)California
Registered Investment Advisory firm - (4/20/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2014 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2014 Terminated)Michigan
Registered Investment Advisory firm - (3/21/2014 Terminated)Texas
Registered Investment Advisory firm - (3/21/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285
Mailing Address
Phone number
(630) 613-9230
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,335 |
| AUM (Assets Under Management) | $ 534,204,368 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HARVEST INVESTMENT SERVICES, LLC
CRD#: 159390Palmetto Bay, FL 33176TRUST BUT VERIFY
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