This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CX INSTITUTIONAL, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Mar 23, 2019

First registration

Oct 17, 2019

Dual registered

no

Other names

Lucy Thompson|LUCILLE ELINOR THOMPSON

IAPD individual key

7027574

• Occurred

  Aug 26, 2025
  Advisor changed firm

  Lucille Elinor Satterwhite left Kestra Advisory Services, Llc for Cx Institutional, Llc (registered 2025-09-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:267cd926-aab0-4b74-eecf-6a27b826d463

First observed

Oct 17, 2019

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.