AdFi
DG

Daniel Gerald Gomez

Investment Adviser Representative at LONE PEAK ADVISERS

Salt Lake City, UTCRD #2141107Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
TexasUtah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/12/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 5/16/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/14/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

LONE PEAK Advisers Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LONE PEAK ADVISERSCurrent
7/28/2026Salt Lake City, UT
TRANSITIONAL BROKER LLCCurrent
7/20/2026Salt Lake City, UT
DIVERSIFY ADVISORY SERVICES, LLC
1/12/20247/22/2026Salt Lake City, UT
DFPG INVESTMENTS, LLC
3/4/20192/9/2024Salt Lake City, UT
HORNOR, TOWNSEND & KENT, LLC
6/3/20022/5/2019Salt Lake City, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LONE PEAK ADVISERS

8 other advisors in the directory

View LONE PEAK ADVISERS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Gerald Gomez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Gerald Gomez - Financial Advisor in Salt Lake City, UT | AdvisorFinder