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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Joseph Michael D'Amico

Advisor at CX INSTITUTIONAL, LLC

Plano, TX | AUBURN, IN

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Search this name across graphsid dfx:ria:de35e19b-ac1f-9be0-722c-28f7733bf00a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 16, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 16, 2013
First registration: Mar 26, 2013
Dual registered: no
Other names: Joseph Michael DAmico|JOE MICHAEL DAMICO|JOSEPH MICHAEL DAMICO|Joseph Michael DAmico|JOSEPH MICHAEL D'AMICO|JOSEPH MICHAEL D'AMICO
IAPD individual key: 3190423

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CX INSTITUTIONAL, LLC	Independent wealth	Jun 18, 2024	n/a	yes	AUBURN, IN\|Plano, TX	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Jun 12, 2024	no	GREENWOOD VILLAGE, CO\|KELLER, TX\|GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Sep 15, 2017	Apr 3, 2023	no	Keller, TX\|GREENWOOD VILLAGE, CO\|DALLAS, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 15, 2014	Sep 13, 2017	no	WESTLAKE, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 21, 2014	Nov 26, 2014	no	DALLAS, TX\|SAN DIEGO, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 26, 2013	Mar 10, 2014	no	Grapevine, TX\|PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPOWER ADVISORY GROUP, LLC	CX INSTITUTIONAL, LLC	Jun 12, 2024	Jun 18, 2024	6	Firm change	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
STRATEGIC ADVISERS LLC	PERSONAL CAPITAL ADVISORS CORPORATION	Sep 13, 2017	Sep 15, 2017	2	Firm change	Other
LPL FINANCIAL LLC	STRATEGIC ADVISERS LLC	Nov 26, 2014	Dec 15, 2014	19	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	LPL FINANCIAL LLC	Mar 10, 2014	Mar 21, 2014	11	Firm change	Other

Relationships

Registered with (6)

→ CX INSTITUTIONAL, LLCRegistered adviserregistration: current employment
Jun 18, 2024 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Jun 12, 2024factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Sep 15, 2017 to Apr 3, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 15, 2014 to Sep 13, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 21, 2014 to Nov 26, 2014factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 26, 2013 to Mar 10, 2014factForm ADV

Dated events

Occurred
Jun 12, 2024
Advisor changed firm
Joseph Michael D'Amico left Empower Advisory Group, Llc for Cx Institutional, Llc (registered 2024-06-18)
Form ADVobserved 4 days ago