Best Investors Account Sign in
Inactive

Sally Byrd Jilek

Cx Institutional, LLC

Plano, TX

Auburn, IN

Claim This Profile
Current Employers
Cx Institutional, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

7500 Dallas Parkway Suite 475, Plano, TX 75024 • 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
Retirement Advisors Of America/Allworth Financial Addison TX 10/2015 02/2022
Lpl Insurance Associates Dallas TX 09/2023 02/2025
George Hanson Farmers Agency Dallas TX 03/2022 08/2023
Unemployed Dallas TX 02/2025 06/2025
Bfs Advisory Group Dallas TX 06/2025 06/2026
Cx Institutional Plano TX 06/2026 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-25
S63 Uniform Securities Agent State Law Examination 2024-06-14
  • 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

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor