Company Name:
THE INSTITUTE
Alternative Name:
INSTITUTE FOR WEALTH MANAGEMENT LLC
Address:
SUITE 330, 155 SOUTH MADISON STREET, DENVER CO 80209
CRD Number:
127207
SEC Number:
801-67624
Financial Regulator:
SEC/ FINRA
Website:
https://secure.iwm401k.com/home/index.jsp
Registration started
Ended
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 1413962
MATTHEW MEDEIROS
MATT MEDEIROS
started on 2003-08-04
CDR: 1413962
MATTHEW MEDEIROS
MATT MEDEIROS
started on 2003-08-04
CDR: 1413962
MATTHEW MEDEIROS
MATT MEDEIROS
ended on 2004-06-09
CDR: 2353422
BAYARD FRANCIS TRACY
started on 2005-01-21
CDR: 4744038
JOSHUA HAYNES
JOSH OWEN HAYNES JOSHUA O HAYNES
started on 2006-03-07
CDR: 2915975
Douglas Welch
DOUGLAS PAUL WELCH JR. Douglas P Welch
started on 2008-09-25
CDR: 4744038
JOSHUA HAYNES
JOSH OWEN HAYNES JOSHUA O HAYNES
ended on 2008-08-18
CDR: 2915975
Douglas Welch
DOUGLAS PAUL WELCH JR. Douglas P Welch
ended on 2009-02-03
CDR: 4423155
BROOKE WEBB
BROOKE RUBY PRICE
started on 2010-05-17
CDR: 4824668
STEVEN KIRBY
STEVEN CHRISTOPHER KIRBY
started on 2010-08-30
CDR: 4658154
JEFFERY JORGENSEN
JEFFREY F JORGENSEN JEFFREY FRANDS JORGENSEN
started on 2010-09-02
CDR: 2157060
ROYCE WERNER
started on 2011-04-19
CDR: 4423155
BROOKE WEBB
BROOKE RUBY PRICE
ended on 2011-08-30
CDR: 2157060
ROYCE WERNER
ended on 2011-11-16
CDR: 2915016
BRIAN KOEPP
BRIAN PAUL KOEPP
started on 2013-06-10
CDR: 4824668
STEVEN KIRBY
STEVEN CHRISTOPHER KIRBY
ended on 2013-07-19
CDR: 2915016
BRIAN KOEPP
BRIAN PAUL KOEPP
ended on 2014-07-21
CDR: 2810252
MARK BALLENGER
MARK ALBERT BALLENGER II
started on 2016-10-10
CDR: 6092567
MORGAN DECKER
MORGAN LYNN PYLE
started on 2016-11-01
CDR: 5070346
CREG SHAFFER
CREG SHAFFER
started on 2017-06-16
CDR: 2810252
MARK BALLENGER
MARK ALBERT BALLENGER II
ended on 2017-12-04
CDR: 6092567
MORGAN DECKER
MORGAN LYNN PYLE
ended on 2017-12-31
CDR: 1413962
MATTHEW MEDEIROS
MATT MEDEIROS
ended on 2017-12-31
CDR: 2353422
BAYARD FRANCIS TRACY
ended on 2017-12-31
CDR: 4658154
JEFFERY JORGENSEN
JEFFREY F JORGENSEN JEFFREY FRANDS JORGENSEN
ended on 2017-12-31
CDR: 5070346
CREG SHAFFER
CREG SHAFFER
ended on 2017-12-31
CDR: 1413962
MATTHEW MEDEIROS
MATT MEDEIROS
started on 2018-01-26
CDR: 5070346
CREG SHAFFER
CREG SHAFFER
started on 2018-01-29
CDR: 1291706
PETER WYROUGH
started on 2019-05-10
CDR: 6220095
COLIN MACLEOD
started on 2019-05-10
CDR: 2750602
ROY CARLSON
started on 2019-06-20
CDR: 6455110
ROBERT BARTON
ROB BARTON ROBERT LEE BARTON
started on 2019-05-10
CDR: 4709475
NEWTON KENDRICK
NEWTON KENDRICK
started on 2019-05-13
CDR: 6225420
MICHAEL WALTERS
started on 2019-05-10
CDR: 2454746
RAYMOND HOBSON
RAY HOBSON
started on 2019-05-10
CDR: 1204936
BRIAN BRITT
BRIAN W BRITT
started on 2019-05-13
CDR: 5781822
JAMES DONNELLY
PATRICK JAMES DONNELLY
started on 2019-05-10
CDR: 2423916
George Harris
GEORGE H HARRIS JR GEORGE H HARRIS GEORGE HAIKEL HARRIS JR GEORGE HARRIS JR GEORGE HARRIS George Haikel Harris
started on 2019-05-10
CDR: 7122244
Nathaniel Barton
Nate Barton Nathan Barton Barton Bradley Nathaniel
started on 2019-06-18
CDR: 4607153
TIMOTHY CANFIELD
TIMOTHY CANFIELD
started on 2019-03-22
CDR: 1544327
VICTORIA CROSBY
VICTORIA G CROSBY VICTORIA GASCOIGNE CROSBY VICTORIA A GASCOIGNE VICTORIA ANNE GASCOIGNE
started on 2019-05-10
CDR: 6605366
Daniel Boulware
Dan Boulware
started on 2019-05-13
CDR: 2306244
RANDALL BUCK
RANDALL BUCK
started on 2019-05-10
CDR: 2161635
JAMES MARSHAL
JAMES A CUNDIFF JAMES AUSTIN CUNDIFF JIM AUSTIN CUNDIFF
started on 2019-07-18
CDR: 4663179
DENNIS LEONTYEV
started on 2019-05-10
CDR: 6121171
TROY COOK
started on 2019-05-10
CDR: 1397094
DOUGLAS DONNELLY
started on 2019-05-13
CDR: 6687879
Marie LaLibert茅
Marie Michelle Bigornia Michelle LaLibert茅 Marie Michelle Laliberte
started on 2019-05-10
CDR: 6225420
MICHAEL WALTERS
ended on 2019-07-01
CDR: 1291706
PETER WYROUGH
ended on 2020-03-12
CDR: 2454746
RAYMOND HOBSON
RAY HOBSON
ended on 2020-10-07
CDR: 4663179
DENNIS LEONTYEV
ended on 2020-09-14
CDR: 6121171
TROY COOK
ended on 2020-03-12
CDR: 6687879
Marie LaLibert茅
Marie Michelle Bigornia Michelle LaLibert茅 Marie Michelle Laliberte
ended on 2020-03-12
CDR: 2750602
ROY CARLSON
ended on 2021-03-14
CDR: 6455110
ROBERT BARTON
ROB BARTON ROBERT LEE BARTON
ended on 2021-03-04
CDR: 2423916
George Harris
GEORGE H HARRIS JR GEORGE H HARRIS GEORGE HAIKEL HARRIS JR GEORGE HARRIS JR GEORGE HARRIS George Haikel Harris
ended on 2021-01-15



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