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1700 Lyons Road, Suite B, Centerville, OH 45458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-24 |
| OH | RA | APPROVED | 2022-06-23 |
Branch Locations
1700 Lyons Road, Suite B, Centerville, OH 45458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
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