Sally Byrd Jilek

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 02/2022
  Retirement Advisors Of America/Allworth Financial
  Addison, TX
• 09/2023 → 02/2025
  Lpl Insurance Associates
  Dallas, TX
• 03/2022 → 08/2023
  George Hanson Farmers Agency
  Dallas, TX
• 02/2025 → 06/2025
  Unemployed
  Dallas, TX
• 06/2025 → 06/2026
  Bfs Advisory Group
  Dallas, TX
• 06/2026 → Present
  Cx Institutional
  Plano, TX

Previous Registrations

• 2025-11-03 → 2026-07-06
  Newedge Advisors
  Dallas, TX
  New Orleans, LA
  Dallas, TX
• 2020-01-07 → 2022-09-14
  Allworth Financial, L.P.
  Sacramento, CA
• 2016-05-09 → 2020-01-07
  Raa
  Addison, TX
• 2008-02-08 → 2014-06-02
  Gary A. Morris
  Anacortes, WA
• 2011-10-19 → 2014-02-04
  Trend Sync
  Dallas, TX

Other Businesses

Jilek Bookkeeping - Not Investment Related - Dallas, TX - Start Date: 5/2026 - 15 Hrs/Mo; 0 Hrs During Trading; bookkeeping for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25
• S63 Uniform Securities Agent State Law Examination
  2024-06-14

Other Names

• Sally A Byrd
• Sally Anne Byrd