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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

JOSHUA JAMES GARNET DAVIS

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN | OREGON CITY, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 11, 2002 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: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 23, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Jan 23, 2002
First registration: Mar 11, 2002
Dual registered: yes, broker-dealer
Other names: JOSHUA JAMES GARNET DAVIS|JOSHUA J DAVIS
IAPD individual key: 4475983

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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	May 15, 2026	n/a	yes	OREGON CITY, OR\|PLYMOUTH, MN	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 11, 2017	May 4, 2026	no	PORTLAND, OR\|Oregon City, OR	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 29, 2016	Jan 4, 2017	no	BELLEVUE, WA\|LAKE OSWEGO, OR	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jan 28, 2008	no	PORTLAND, OR	Previous registration
MORGAN STANLEY DW INC.	n/a	Mar 11, 2002	Apr 2, 2007	no	PORTLAND, OR\|PORTLAND, OR	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
ADVICE AND PLANNING SERVICES	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	May 4, 2026	May 15, 2026	11	Firm change	Ibd to ibd
MSI FINANCIAL SERVICES, INC.	ADVICE AND PLANNING SERVICES	Jan 4, 2017	Jan 11, 2017	7	Firm change	Other
MORGAN STANLEY & CO. LLC	MSI FINANCIAL SERVICES, INC.	Jan 28, 2008	Jan 29, 2016	2,923	Firm change after gap	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (5)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 11, 2017 to May 4, 2026factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 29, 2016 to Jan 4, 2017factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jan 28, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Mar 11, 2002 to Apr 2, 2007factForm ADV

Dated events

Occurred
May 4, 2026
Advisor changed firm
Joshua James Garnet Davis left Advice And Planning Services for Wealth Enhancement Advisory Services, Llc (registered 2026-05-15)
Form ADVobserved 5 days ago