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RIA / WealthAdvisor18 years in industry

Sally Byrd Jilek

Advisor at CX INSTITUTIONAL, LLC

AUBURN, IN | Plano, TX

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Search this name across graphsid dfx:ria:e61b9ea3-ed16-cdb0-afb6-cb23cdf366ba

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 8, 2008 to Sep 15, 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: Feb 8, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 14, 2024
First registration: Feb 8, 2008
Dual registered: no
Other names: SALLY A BYRD|SALLY ANNE BYRD
IAPD individual key: 1172494

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	Jul 10, 2026	n/a	yes	Plano, TX\|AUBURN, IN	Current employment
NEWEDGE ADVISORS	Bd affiliated wealth	Nov 3, 2025	Jul 6, 2026	no	Dallas, TX\|NEW ORLEANS, LA\|Dallas, TX	Previous registration
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jan 7, 2020	Sep 14, 2022	no	SACRAMENTO, CA	Previous registration
Raa	Former SEC adviser	May 9, 2016	Jan 7, 2020	no	ADDISON, TX	Previous registration
TREND SYNC	n/a	Oct 19, 2011	Feb 4, 2014	no	DALLAS, TX	Previous registration
GARY A. MORRIS	Former SEC adviser	Feb 8, 2008	Jun 2, 2014	no	ANACORTES, WA	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
NEWEDGE ADVISORS	CX INSTITUTIONAL, LLC	Jul 6, 2026	Jul 10, 2026	4	Firm change	Ibd to RIA
ALLWORTH FINANCIAL, L.P.	NEWEDGE ADVISORS	Sep 14, 2022	Nov 3, 2025	1,146	Firm change after gap	Ibd to ibd
Raa	ALLWORTH FINANCIAL, L.P.	Jan 7, 2020	Jan 7, 2020	0	Bulk transfer	RIA to RIA
GARY A. MORRIS	TREND SYNC	Jun 2, 2014	Oct 19, 2011	-957	Firm change after gap	Other
TREND SYNC	Raa	Feb 4, 2014	May 9, 2016	825	Firm change after gap	Other

Relationships

Registered with (6)

→ CX INSTITUTIONAL, LLCRegistered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Nov 3, 2025 to Jul 6, 2026factForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Jan 7, 2020 to Sep 14, 2022factForm ADV
→ RAARegistered adviserregistration: previous registration
May 9, 2016 to Jan 7, 2020factForm ADV
→ GARY A. MORRISRegistered adviserregistration: previous registration
Feb 8, 2008 to Jun 2, 2014factForm ADV
→ TREND SYNCRegistered adviserregistration: previous registration
Oct 19, 2011 to Feb 4, 2014factForm ADV

Dated events

Occurred
Jul 6, 2026
Advisor changed firm
Sally Byrd Jilek left Newedge Advisors for Cx Institutional, Llc (registered 2026-07-10)
Form ADVobserved 6 days ago
Occurred
Sep 14, 2022
Advisor changed firm
Sally Byrd Jilek left Allworth Financial, L.P. for Newedge Advisors (registered 2025-11-03)
Form ADVobserved 6 days ago