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Cx Institutional, LLC CRD 292627
$4.46B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
8075 Creekside Drive Suite 140, Kalamazoo, MI 49024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstreet Financial Advisors | Kalamazoo | MI | 06/2007 | 09/2025 |
| Cambridge Investment Research | Fairfield | IA | 08/2007 | 09/2025 |
| Cambridge Investment Research Advisors | Fairfield | IA | 08/2007 | 09/2025 |
| Cx Institutional | Kalamazoo | MI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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