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Inactive

Heston Major Terzo

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
IN RA APPROVED 2025-07-14
  • IN RA
    APPROVED
    Since 2025-07-14

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
South Sutter Charter School Placerville CA 06/2015 05/2018
Dolphin Swim School Sacramento CA 05/2017 09/2017
Coastline Community College Sacramento CA 01/2017 05/2019
Los Rios Ccd Sacramento CA 08/2017 05/2020
Terzo Power Systems El Dorado Hills CA 08/2018 10/2020
Lincoln Speakeasy Taproom Lincoln CA 02/2022 08/2022
Csu - Sacramento Sacramento CA 08/2020 05/2025
East Lawn Sacramento CA 02/2021 05/2025
Cx Institutional Auburn IN 06/2025 Present
  • 06/2015 → 05/2018
    South Sutter Charter School
    Placerville, CA
  • 05/2017 → 09/2017
    Dolphin Swim School
    Sacramento, CA
  • 01/2017 → 05/2019
    Coastline Community College
    Sacramento, CA
  • 08/2017 → 05/2020
    Los Rios Ccd
    Sacramento, CA
  • 08/2018 → 10/2020
    Terzo Power Systems
    El Dorado Hills, CA
  • 02/2022 → 08/2022
    Lincoln Speakeasy Taproom
    Lincoln, CA
  • 08/2020 → 05/2025
    Csu - Sacramento
    Sacramento, CA
  • 02/2021 → 05/2025
    East Lawn
    Sacramento, CA
  • 06/2025 → Present
    Cx Institutional
    Auburn, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-14
  • S65 Uniform Investment Adviser Law Examination
    2025-07-14

View on SEC IAPD

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