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Inactive

Nathaniel Jenkins Yurica

The Institute

Denver, CO

Sacramento, CA

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Current Employers
The Institute

9878 W. Belleview Ave. #2306, Denver, CO 80123 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

9878 W. Belleview Ave. #2306, Denver, CO 80123 • United States

Sacramento, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concert Wealth Mgt, Inc. San Jose CA 07/2015 05/2017
International Assets Advisory, Llc Orlando FL 11/2015 12/2016
Institute For Wealth Advisors, Inc. Dallas TX 02/2017 03/2019
Institute For Wealth Management Llc Denver CO 03/2019 Present
  • 07/2015 → 05/2017
    Concert Wealth Mgt, Inc.
    San Jose, CA
  • 11/2015 → 12/2016
    International Assets Advisory, Llc
    Orlando, FL
  • 02/2017 → 03/2019
    Institute For Wealth Advisors, Inc.
    Dallas, TX
  • 03/2019 → Present
    Institute For Wealth Management Llc
    Denver, CO
Previous Registrations
  • 2017-02-09 → 2019-04-26
    Institute For Wealth Advisors, Inc.
    Sacramento, CA
    Denver, CO
  • 2015-07-28 → 2017-05-18
    Concert Wealth Management
    Carmichael, CA
    San Jose, CA
Other Businesses

1)YURICA WEALTH MANAGEMENT S-CORP/DBA FOR IAR - CEO - APPROX 2 HRS/MO - NO COMPENSATION

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-19
  • S66 Uniform Combined State Law Examination
    2015-04-19
Other Names
  • Tate Yurica

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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