Unclaimed Profile

Dewey Malone Moore

INSTITUTE FOR WEALTH CONSULTANTS, INC.·DALLAS, Texas

SIE, Series 1, Series 7TO, Series 24, Series 26, Series 62, Series 63, Series 6518 years registeredINSTITUTE FOR WEALTH CONSULTANTS, INC.

13455 NOEL ROAD, DALLAS, TX 75240CRD# 801534Firm CRD# 288502

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dewey Malone Moore · DALLAS, TX

Registration

CRD #801534 · INSTITUTE FOR WEALTH CONSULTANTS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INSTITUTE FOR WEALTH CONSULTANTS, INC.

CAPITAL MARKETS IQ, LLC

Apr 2022 – Jan 2023

Talco, TX

COMMERCE STREET INVESTMENT MANAGEMENT

Mar 2019 – Aug 2019

DALLAS, TX

INSTITUTE FOR WEALTH ADVISORS, INC.

Nov 2009 – Jan 2019

DALLAS, TX

PURITAN INVESTMENT ADVISORS, INC.

Oct 2007 – Apr 2008

ADDISON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 26

Series 62

Series 63

Series 65

Registration record

First registered · October 18, 2007

Years registered · 18

Disclosure History

2020Customer Dispute·Settled

2019Customer Dispute·Pending

2019Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INSTITUTE FOR WEALTH CONSULTANTS, INC.

CRD 288502 · SEC 801-110699

AUM

$396M

Regulatory assets under management

Employees

1,091 client accounts

Services offered by INSTITUTE FOR WEALTH CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSTITUTE FOR WEALTH CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Dewey Malone Moore offer?

Dewey Malone Moore specializes in Financial Planning, Investment Management, Wealth Management.

What are Dewey Malone Moore's credentials?

Dewey Malone Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dewey Malone Moore located?

Dewey Malone Moore is based in DALLAS, Texas, last registered with INSTITUTE FOR WEALTH CONSULTANTS, INC..

How does Dewey Malone Moore charge for services?

Dewey Malone Moore's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSTITUTE FOR WEALTH CONSULTANTS, INC.?

INSTITUTE FOR WEALTH CONSULTANTS, INC. is a registered investment adviser with the SEC, managing $396M in regulatory assets under management. See their Form ADV for full details.

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