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

Sep 21, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Sep 21, 2007

First registration

Sep 25, 2007

Dual registered

no

IAPD individual key

5353738

• Occurred

  Oct 25, 2022
  Advisor departed, no destination yet

  Brian David Neal no longer registered at Personal Wealth Partners Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:79066aa7-e947-aa46-6780-84ade14781d7

First observed

Sep 25, 2007

Last observed

Sep 14, 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.