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Cx Institutional, LLC CRD 292627
$4.46B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-09 |
Branch Locations
200 East 7Th Street, Auburn, IN 46706 • United States
7500 Dallas Parkway Suite 475, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plano | TX | 12/2004 | 09/2020 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas | Plano | TX | 01/2008 | 12/2018 |
| Cpf Texas | Plano | TX | 02/2006 | 10/2018 |
| Cx Institutional, Llc | Plano | TX | 10/2018 | Present |
| Cxi Advisors, Llc | Plano | TX | 05/2019 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2002-04-08 |
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