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

David Eugene Gardner

Entree Wealth LLCstate registeredBoulder, Co IA-onlyIAPD 5022709

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Oct 23, 2025

In the industry

21 y

since Aug 6, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/david-gardner-cfp®-ea-7374642reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Entree Wealth LLC state registered current
since Oct 23, 2025 · Boulder, Co
Mercer Global Advisors Inc. independent RIA
Apr 1, 2019 to Jul 11, 2024 · Boulder, Co
Confluence Financial Advisors unclassified
Oct 23, 2015 to Mar 31, 2020 · Boulder, Co
Yellowstone Financial, Inc. unclassified
May 24, 2007 to Jan 4, 2016 · Boulder, Co
Professional Financial Management, Inc. independent RIA
Aug 24, 2005 to Jan 5, 2007 · Bozeman, Mt

Moves

a registration end followed by a registration begin elsewhere

Mercer Global Advisors Inc. to Entree Wealth LLC
left Jul 11, 2024, registered Oct 23, 2025 (469 days) · RIA to a state-registered adviser
Confluence Financial Advisors to Mercer Global Advisors Inc.
left Mar 31, 2020, registered Apr 1, 2019 (-365 days) · Other · moved with a team
Yellowstone Financial, Inc. to Confluence Financial Advisors
left Jan 4, 2016, registered Oct 23, 2015 (-73 days) · Other
Professional Financial Management, Inc. to Yellowstone Financial, Inc.
left Jan 5, 2007, registered May 24, 2007 (139 days) · Other

Signals

David Eugene Gardner left Mercer Global Advisors Inc. for Entree Wealth Llc (registered 2025-10-23)
Jul 11, 2024 · 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: STATE REGISTEREDderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address