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

Daniel Evan Gombrich

Integrity Alliance, LLCBD affiliatedScottsdale, Az IA-onlyIAPD 6950756

Feed of 09/14/2026

Also filed as Daniel Evan Gombrich

At current firm

3 y

since Apr 6, 2023

In the industry

10 y

since Jan 1, 2016 (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

Registration history

IAPD current and previous registrations

Integrity Alliance, LLC BD affiliated current
since Apr 6, 2023 · Urbandale, Ia
Gladstone Wealth Partners BD affiliated
Dec 22, 2022 to Apr 5, 2023 · Phoenix, Az
Gradient Wealth Management BD affiliated
Oct 15, 2018 to Dec 31, 2022 · Scottsdale, Az
Questar Asset Management, Inc. former
May 21, 2018 to Oct 12, 2018 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Gladstone Wealth Partners to Integrity Alliance, LLC
left Apr 5, 2023, registered Apr 6, 2023 (1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Gradient Wealth Management to Gladstone Wealth Partners
left Dec 31, 2022, registered Dec 22, 2022 (-9 days) · Affiliated broker-dealer or bank to another
Questar Asset Management, Inc. to Gradient Wealth Management
left Oct 12, 2018, registered Oct 15, 2018 (3 days) · Affiliated broker-dealer or bank to another

Signals

Daniel Evan Gombrich left Gladstone Wealth Partners for Integrity Alliance, Llc (registered 2023-04-06)
Apr 5, 2023 · Advisor changed firm · fact
Daniel Evan Gombrich left Gradient Wealth Management for Gladstone Wealth Partners (registered 2022-12-22)
Dec 31, 2022 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address