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Inactive

Austin Lee Houle

Cx Institutional, LLC

Tulsa, OK

Auburn, IN

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Current Employers
Cx Institutional, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-08-28
  • OK RA
    APPROVED
    Since 2026-08-28

Branch Locations

8801 S Yale Ave Suite 410, Tulsa, OK 74137 • 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
University Of Central Oklahoma Edmond OK 08/2015 05/2021
City Bites Edmond OK 09/2016 05/2017
Colonial Life & Accident Insurance Edmond OK 07/2017 08/2017
Absolute Lawn And Landscaping Edmond OK 06/2017 06/2017
Ups Oklahoma City OK 11/2017 12/2017
Uppercrust Wood Fire Pizza Edmond OK 05/2017 12/2018
The Baker Group Oklahoma City OK 05/2018 10/2018
At&T Edmond OK 01/2019 01/2020
Greenpath Financial Wellness Oklahoma City OK 02/2020 03/2021
Cornerstone Home Lending Oklahoma City OK 03/2021 11/2021
Amice Design Llc Jones OK 12/2021 12/2021
Instacart Oklahoma City OK 03/2022 09/2022
People Ready Oklahoma City OK 05/2022 11/2022
System One Oklahoma City OK 11/2022 10/2024
Bank Of America Tulsa OK 10/2024 07/2026
Cx Institutional Tulsa OK 08/2026 Present
  • 08/2015 → 05/2021
    University Of Central Oklahoma
    Edmond, OK
  • 09/2016 → 05/2017
    City Bites
    Edmond, OK
  • 07/2017 → 08/2017
    Colonial Life & Accident Insurance
    Edmond, OK
  • 06/2017 → 06/2017
    Absolute Lawn And Landscaping
    Edmond, OK
  • 11/2017 → 12/2017
    Ups
    Oklahoma City, OK
  • 05/2017 → 12/2018
    Uppercrust Wood Fire Pizza
    Edmond, OK
  • 05/2018 → 10/2018
    The Baker Group
    Oklahoma City, OK
  • 01/2019 → 01/2020
    At&T
    Edmond, OK
  • 02/2020 → 03/2021
    Greenpath Financial Wellness
    Oklahoma City, OK
  • 03/2021 → 11/2021
    Cornerstone Home Lending
    Oklahoma City, OK
  • 12/2021 → 12/2021
    Amice Design Llc
    Jones, OK
  • 03/2022 → 09/2022
    Instacart
    Oklahoma City, OK
  • 05/2022 → 11/2022
    People Ready
    Oklahoma City, OK
  • 11/2022 → 10/2024
    System One
    Oklahoma City, OK
  • 10/2024 → 07/2026
    Bank Of America
    Tulsa, OK
  • 08/2026 → Present
    Cx Institutional
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-28
  • S65 Uniform Investment Adviser Law Examination
    2026-08-28

View on SEC IAPD

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OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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