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Marques Delmar Glaze

Cx Institutional, LLC

Auburn, IN

Dallas, TX

CRD 4702773

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Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Cx Institutional, Llc

200 East 7Th Street, Auburn, IN 46706 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-07
  • TX RA
    APPROVED
    Since 2025-08-07

Branch Locations

200 East 7Th Street, Auburn, IN 46706 • United States

7500 Dallas Parkway Suite 475, Dallas, TX 75024 • 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
Pnc Capital Advisors Llc Philadelphia PA 09/2012 03/2019
Fisher Investments Plano TX 04/2019 12/2021
Fisher Investments Plano TX 01/2022 07/2025
Cx Institutional, Llc Plano TX 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-26
  • S65 Uniform Investment Adviser Law Examination
    2019-08-26

View on SEC IAPD

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