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Diedre Matheny

Cx Institutional, LLC

Auburn, IN

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Current Employers
Cx Institutional, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-10
IN RA APPROVED 2021-05-17
  • TX RA
    APPROVED
    Since 2021-11-10
  • IN RA
    APPROVED
    Since 2021-05-17

Branch Locations

200 East 7Th Street, Auburn, IN 46706 • 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
Chops Steak And Seafood Fort Wayne IN 06/2014 01/2018
Bryler Lane Winery Auburn IN 03/2018 Present
Dekalb High School Waterloo IN 05/2016 06/2020
Credent Wealth Management Auburn IN 06/2020 Present
  • 06/2014 → 01/2018
    Chops Steak And Seafood
    Fort Wayne, IN
  • 03/2018 → Present
    Bryler Lane Winery
    Auburn, IN
  • 05/2016 → 06/2020
    Dekalb High School
    Waterloo, IN
  • 06/2020 → Present
    Credent Wealth Management
    Auburn, IN
Other Businesses

Name of other business: Byler Lane Winery; Inv related: No; Address: 5858 Co Rd 35, Auburn, IN 46706; Nature of business: Service industry; Position: Shift Manager/Server; Start date: March 26, 2018; Approx. # of hours/month: 16, 0 during trading hours; Describe duties: It is my responsibility to open the winery, stock wine and food, and perform closin duties including cleaning responsibilites and counting cash drawer at the end of a shift.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-17
  • S65 Uniform Investment Adviser Law Examination
    2021-05-17

View on SEC IAPD

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