DFX Intelligence
Advisors
Advisors registered through Cx Institutional, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
81 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Alisha Marie Norris Chartered Financial Analyst | Cx Institutional, LLC independent RIA | Auburn, In | Feb 23, 2022 | 17 y | 4 | 1 |
| Erin Nichole Palmer | Cx Institutional, LLC independent RIA | Amarillo, Tx | Oct 23, 2023 | 10 y | 2 | 2 |
| Michael Joseph Pepin | Cx Institutional, LLC independent RIA | River Falls, Wi | Feb 22, 2023 | 18 y | 4 | 1 |
| A•••••• J••••• P•••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jun 13, 2025 | 19 y | 3 | 2 |
| C••••••••• M•••••• P•••••• | C• I••••••••• L•• independent RIA | Auburn, In | Sep 22, 2026 | 11 y | 0 | 1 |
| B• Z•••••• P••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 7, 2026 | 11 y | 0 | 1 |
| J•••• P••••• P••••• | C• I••••••••• L•• independent RIA | Auburn, In | Nov 9, 2023 | 10 y | 1 | 2 |
| A••••• H••• R•••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Blue Ash, Oh | Oct 14, 2024 | 28 y | 2 | 2 |
| M•••••• D•••• R•••••• Chartered Financial Analyst | C• I••••••••• L•• independent RIA | Tulsa, Ok | Feb 11, 2026 | 11 y | 1 | 2 |
| P••• D•••• R•••• | C• I••••••••• L•• independent RIA | Auburn Hills, Mi | Jul 1, 2025 | 41 y | 2 | 2 |
| B•••• A•••••••• R••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Feb 11, 2019 | 14 y | 4 | 1 |
| A••••• M•••••• R•••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Aug 22, 2025 | 11 y | 0 | 1 |
| T•••• R•••••• | C• I••••••••• L•• independent RIA | Auburn, In | Aug 10, 2022 | 13 y | 0 | 1 |
| J••• S••••• R•••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Sep 25, 2025 | 39 y | 3 | 2 |
| L•••••• E••••• S••••••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Plano, Tx | Sep 16, 2025 | 13 y | 2 | 1 |
| B•••• V•• S••••• | C• I••••••••• L•• independent RIA | Auburn, In | May 7, 2026 | 11 y | 1 | 1 |
| D•••• J••• S•••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 7, 2021 | 13 y | 1 | 1 |
| C••••••• G••••••• S•••• | C• I••••••••• L•• independent RIA | Auburn, In | Sep 2, 2026 | 10 y | 0 | 1 |
| E•• T••••• S•••• | C• I••••••••• L•• independent RIA | Auburn, In | Jun 23, 2025 | 11 y | 0 | 3 |
| S•••• A•• S••••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Nov 13, 2025 | 15 y | 2 | 1 |
| A••• B•••••• S••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Oct 9, 2018 | 24 y | 3 | 1 |
| D••••• E••••• S••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Nov 18, 2022 | 31 y | 2 | 2 |
| T••••• S•••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Huntingdon, Tn | Oct 14, 2024 | 13 y | 3 | 3 |
| W•••••• W• T••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jun 13, 2025 | 10 y | 0 | 1 |
| H••••• M•••• T•••• | C• I••••••••• L•• independent RIA | Auburn, In | Jul 14, 2025 | 11 y | 0 | 1 |
| D••••• J•••• T••••• | C• I••••••••• L•• independent RIA | Auburn, In | Nov 25, 2025 | 11 y | 0 | 1 |
| E•••••••• T•••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn, In | Jun 5, 2025 | 14 y | 1 | 2 |
| J•••• J•••••• W••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Blue Ash, Oh | Oct 14, 2024 | 11 y | 5 | 1 |
| D•••• W•••••• W••••••• | C• I••••••••• L•• independent RIA | Auburn, In | Jan 10, 2025 | 12 y | 0 | 1 |
| T••••• P•••••• W••••••• Certified Financial Planner | C• I••••••••• L•• independent RIA | Auburn Hills, Mi | Jul 1, 2025 | 10 y | 1 | 2 |
| G•••••• W•••• | C• I••••••••• L•• independent RIA | Auburn, In | Aug 11, 2021 | 13 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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