David Wayne Hefty

Current Employers

Employment History

• 09/2002 → 09/2020
  Lpl Financial, Llc
  Auburn, IN
• 12/2006 → 03/2018
  Hefty Wealth Partners
  Auburn, IN
• 03/2018 → Present
  Cx Institutional, Llc
  Auburn, IN

Previous Registrations

• 2002-09-30 → 2020-09-18
  Lpl Financial Llc
  Bryan, OH
  Auburn, IN
  Ft. Wayne, IN
  Auburn, IN
  Plano, TX
• 2010-07-26 → 2018-08-15
  Hefty Wealth Partners
  Auburn, IN
• 2001-01-01 → 2002-10-04
  Ffp Advisory Services Inc
  Auburn, IN

Other Businesses

1. 8/23/2011 - Acacia Ranch, Inc. - Not Investment Related - Family Business - 5% Time Spent - We own a S-corp business that holds title to our animals and also farms our 65 acres. 2. 8/23/2011 - Hefty Farms, LLC - Not Investment Related - Farm - 1% Time Spent - Own 65 acres and put it into an LLC. Farm the ground on a custom basis through Acacia Ranch, Inc which is also owned by me. 3. 8/31/2011 - Hefty Real Estate, LLC - Investment Related - At Reported Business Location - Real Estate Rental - Time Spent 0% - We own the building from which our business operates. One rental unit. Commercial. Rent to ourselves. 4. 12/5/2018 - VestPro - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2018 - 1 Hour Per Month During Securities Trading - VestPro is an owner of CX Institutional, LLC for tax and legal purposes only. 5. 1/29/2020 - 3:16 Real Estate, LLC - Investment Related - 112 East 7th Street, Auburn, IN 46706 - Real Estate Rental - Started 12/23/2019 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-06
• S63 Uniform Securities Agent State Law Examination
  1999-08-27

Designations

Other Names

• David Hefty