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Laken Lamar Lewis

Cx Institutional, LLC

Auburn, IN

Plano, TX

CRD 6603326

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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 2025-12-15
  • TX RA
    APPROVED
    Since 2025-12-15

Branch Locations

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

7500 Dallas Pkwy Suite 475, Plano, 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
Fidelity Investments Westlake TX 08/2015 09/2018
Fisher Investments Plano TX 09/2018 07/2022
Fisher Investments Plano TX 07/2022 10/2025
Cx Institutional Plano TX 10/2025 Present
  • 08/2015 → 09/2018
    Fidelity Investments
    Westlake, TX
  • 09/2018 → 07/2022
    Fisher Investments
    Plano, TX
  • 07/2022 → 10/2025
    Fisher Investments
    Plano, TX
  • 10/2025 → Present
    Cx Institutional
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-09
S63 Uniform Securities Agent State Law Examination 2016-02-26
  • S65 Uniform Investment Adviser Law Examination
    2018-11-09
  • S63 Uniform Securities Agent State Law Examination
    2016-02-26

View on SEC IAPD

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