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Aubrey Hyde Ramey

Cx Institutional, LLC

Blue Ash, OH

Auburn, IN

CRD 2654052

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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
OH RA APPROVED 2024-10-14
TX RA APPROVED 2024-10-14
  • OH RA
    APPROVED
    Since 2024-10-14
  • TX RA
    APPROVED
    Since 2024-10-14

Branch Locations

4555 Lake Forest Dr. Suite 160, Blue Ash, OH 45242 • United States

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
Lpl Financial Llc Cincinnati OH 06/1999 10/2024
Clarify Wealth Management Cincinnati OH 10/2014 10/2024
Cx Institutional, Llc Blue Ash OH 10/2024 Present
Previous Registrations
  • 2014-10-03 → 2024-11-04
    Clarify Wealth Management
    Cincinnati, OH
  • 2002-03-01 → 2015-10-29
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

1. Clear Future LLC - Investment Related - 2925 Union Street, Lafayette, IN 47904 - Real Estate Rental - Started 01/01/2017 - 1 Hour Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-26
S63 Uniform Securities Agent State Law Examination 1998-06-01
  • S66 Uniform Combined State Law Examination
    2015-03-26
  • S63 Uniform Securities Agent State Law Examination
    1998-06-01
Designations
  • Certified Financial Planner
Other Names
  • Aubrey Quenet Hyde

View on SEC IAPD

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