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Daniel Hamilton Evans

Ridgeline Wealth Planning LLC

Centerville, OH

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Current Employers
Ridgeline Wealth Planning Llc

1700 Lyons Road, Suite B, Centerville, OH 45458 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-24
OH RA APPROVED 2022-06-23
  • TX RA
    APPROVED_RES
    Since 2024-06-24
  • OH RA
    APPROVED
    Since 2022-06-23

Branch Locations

1700 Lyons Road, Suite B, Centerville, OH 45458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
School Cortland OH 05/2012 05/2019
B&K Farm Market Cortland OH 05/2018 05/2020
Bernard's Garden Center Champion OH 05/2020 08/2021
Cedarville University Cedarville OH 08/2021 05/2022
Ridgeline Wealth Planning Centerville OH 05/2022 06/2022
Ridgeline Wealth Planning Llc Dayton OH 06/2022 Present
  • 05/2012 → 05/2019
    School
    Cortland, OH
  • 05/2018 → 05/2020
    B&K Farm Market
    Cortland, OH
  • 05/2020 → 08/2021
    Bernard's Garden Center
    Champion, OH
  • 08/2021 → 05/2022
    Cedarville University
    Cedarville, OH
  • 05/2022 → 06/2022
    Ridgeline Wealth Planning
    Centerville, OH
  • 06/2022 → Present
    Dayton, OH
Other Businesses

Daniel Hamilton Evans earns commission on sales at Reel Yaks when his referral link is used. name; Cedarville University investment-related; No address; 251 N Main Street Cedarville OH 45314 nature business; A university position; Professor start date; 01/01/2026 hours/month devoted to business; 0 hours devoted to business outside securities trading hours; 20 name; Comet Capital Fund – Mason City Scho0ols investment-related; No address; 211 North East Street Mason Ohio 45040 nature business; A member of the advisory board for a student led group studying asset management. Dan Evens will also be teaching lectures to students on financial planning topics. position; Advisory Board Member, Lecturer start date; 7/13/2026 hours/month devoted to business; 5 hours devoted to business outside securities trading hours; 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-06
  • S65 Uniform Investment Adviser Law Examination
    2022-06-06

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