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Advisor at CX INSTITUTIONAL, LLC
Greenville, SC | AUBURN, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CX INSTITUTIONAL, LLC | Independent wealth | Sep 11, 2026 | n/a | yes | Greenville, SC|AUBURN, IN | Current employment |
| V.M. MANNING & CO., INC. | Former SEC adviser | Dec 10, 1997 | Jul 20, 2026 | no | GREENVILLE, SC|GREENVILLE, SC|GREENVILLE, SC|GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| V.M. MANNING & CO., INC. | CX INSTITUTIONAL, LLC | Jul 20, 2026 | Sep 11, 2026 | 53 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2655:292627:SC:2026-07-20 | Jul 20, 2026 | Sep 11, 2026 | GREENVILLE, SC | Firm change |