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

Oct 3, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S66|S65|S63

First exam

Oct 3, 1995

First registration

Sep 4, 2012

Dual registered

no

Other names

SUSAN ISAACSOBN

IAPD individual key

2552280

• Occurred

  Oct 25, 2022
  Advisor changed firm

  Susan Gay Isaacson left Personal Wealth Partners Llc for Cx Institutional, Llc (registered 2022-06-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:32322437-a406-d7f3-3465-2f7348fbdbbb

First observed

Sep 4, 2012

Last observed

Sep 15, 2026 5 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.