Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2023-10-23 |
Branch Locations
320 S. Polk St. Suite 510, Amarillo, TX 79101 • United States
200 East 7Th Street, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2016 | 07/2019 |
| Be Chic, Llc Dba Real Deals | Amarillo | TX | 07/2019 | 09/2023 |
| Firstbank Southwest | Amarillo | TX | 01/2023 | 09/2023 |
| Cx Institutional, Llc | Auburn | IN | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
Reach out to this advisor