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

Joshua James Garnet Davis

Wealth Enhancement Advisory Services, LLCBD affiliatedPlymouth, Mn dual registrantIAPD 4475983

Feed of 09/14/2026

Also filed as Joshua James Garnet Davis

At current firm

0 y

since May 15, 2026

In the industry

24 y

since Jan 23, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Enhancement Advisory Services, LLC BD affiliated current
since May 15, 2026 · Oregon City, Or
Advice And Planning Services BD affiliated
Jan 11, 2017 to May 4, 2026 · Portland, Or
Msi Financial Services, Inc. former
Jan 29, 2016 to Jan 4, 2017 · Bellevue, Wa
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jan 28, 2008 · Portland, Or
Morgan Stanley Dw Inc. unclassified
Mar 11, 2002 to Apr 2, 2007 · Portland, Or

Moves

a registration end followed by a registration begin elsewhere

Advice And Planning Services to Wealth Enhancement Advisory Services, LLC
left May 4, 2026, registered May 15, 2026 (11 days) · Affiliated broker-dealer or bank to another
Msi Financial Services, Inc. to Advice And Planning Services
left Jan 4, 2017, registered Jan 11, 2017 (7 days) · Other
Morgan Stanley & Co. LLC to Msi Financial Services, Inc.
left Jan 28, 2008, registered Jan 29, 2016 (2923 days) · Other
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

Joshua James Garnet Davis left Advice And Planning Services for Wealth Enhancement Advisory Services, Llc (registered 2026-05-15)
May 4, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address