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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

Joseph Evans

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

FULTON, MD | VIRGINIA BEACH, VA | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:7c1dea80-96da-62f0-6307-b0f879f12ca9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2012 to Sep 15, 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: Aug 28, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 28, 2012
First registration: Aug 29, 2012
Dual registered: yes, broker-dealer
Other names: JOE EVANS|JOSEPH H EVANS|Joseph Evans|Joseph Harry Evans
IAPD individual key: 5970544

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	Jul 31, 2019	n/a	yes	PLYMOUTH, MN\|FULTON, MD\|VIRGINIA BEACH, VA	Current employment
PLANNING SOLUTIONS GROUP, LLC	Former SEC adviser	Jan 8, 2019	Sep 10, 2019	no	FULTON, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 11, 2017	Jan 2, 2019	no	Germantown, MD\|COLUMBIA, MD\|GERMANTOWN, MD\|HANOVER, MD\|HANOVER, MD\|COLUMBIA, MD	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Apr 14, 2016	Mar 24, 2017	no	EASTON, MD\|LEESBURG, VA\|EASTON, MD	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Nov 5, 2013	Mar 15, 2016	no	HOLBROOK, NY	Previous registration
FAITHWARD ADVISORS, LLC	Independent wealth	Aug 27, 2013	Apr 18, 2016	no	CHESAPEAKE CITY, MD	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 29, 2012	Aug 23, 2013	no	CHESAPEAKE CITY, MD\|WARTON, MD\|BALA CYNWYD, PA	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
PLANNING SOLUTIONS GROUP, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Sep 10, 2019	Jul 31, 2019	-41	Firm change after gap	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PLANNING SOLUTIONS GROUP, LLC	Jan 2, 2019	Jan 8, 2019	6	Firm change	Wirehouse to RIA
CENTAURUS FINANCIAL, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 24, 2017	Apr 11, 2017	18	Firm change	Other
FAITHWARD ADVISORS, LLC	AMERICAN PORTFOLIOS ADVISORS, INC	Apr 18, 2016	Nov 5, 2013	-895	Firm change after gap	Other
AMERICAN PORTFOLIOS ADVISORS, INC	CENTAURUS FINANCIAL, INC.	Mar 15, 2016	Apr 14, 2016	30	Firm change	Other
EQUITABLE ADVISORS, LLC	FAITHWARD ADVISORS, LLC	Aug 23, 2013	Aug 27, 2013	4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
154118:116407:MD:2019-09-10	Sep 10, 2019	Jul 31, 2019	FULTON, MD	Firm change after gap

Relationships

Registered with (7)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jul 31, 2019 to presentfactForm ADV
→ PLANNING SOLUTIONS GROUP, LLCRegistered adviserregistration: previous registration
Jan 8, 2019 to Sep 10, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 11, 2017 to Jan 2, 2019factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Apr 14, 2016 to Mar 24, 2017factForm ADV
→ FAITHWARD ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 27, 2013 to Apr 18, 2016factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Nov 5, 2013 to Mar 15, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 29, 2012 to Aug 23, 2013factForm ADV

Dated events

No dated event names this entity yet.