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Lucille Elinor Satterwhite

Cx Institutional, LLC

Auburn, IN

Plano, TX

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Current Employers
Cx Institutional, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

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

7500 Dallas Parkway 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 Brokerage Services Llc Naperville IL 09/2019 09/2019
Baptist Church Loan Corporation Dallas TX 06/2017 09/2019
Baylor University Waco TX 08/2013 05/2017
Morgan Stanley Dallas TX 10/2019 07/2021
Cd Wealth Management Addison TX 07/2021 08/2025
Cx Institutional Plano TX 09/2025 Present
  • 09/2019 → 09/2019
    Fidelity Brokerage Services Llc
    Naperville, IL
  • 06/2017 → 09/2019
    Baptist Church Loan Corporation
    Dallas, TX
  • 08/2013 → 05/2017
    Baylor University
    Waco, TX
  • 10/2019 → 07/2021
    Morgan Stanley
    Dallas, TX
  • 07/2021 → 08/2025
    Cd Wealth Management
    Addison, TX
  • 09/2025 → Present
    Cx Institutional
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-19
S63 Uniform Securities Agent State Law Examination 2019-03-23
  • S66 Uniform Combined State Law Examination
    2019-06-19
  • S63 Uniform Securities Agent State Law Examination
    2019-03-23
Designations
Other Names
  • Lucy Thompson
  • Lucille Elinor Thompson

View on SEC IAPD

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