DFX Intelligence
Advisor moves
Arrivals at Cx Institutional, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Joel Lipper | Cpf Texas independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Nov 27, 2018 | Oct 10, 2018 |
| Adam Barrett Spence | Cpf Texas independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Nov 27, 2018 | Oct 9, 2018 |
| Douglas Edward Lockwood | Hefty Wealth Partners independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 29, 2018 |
| David Wayne Hefty | Hefty Wealth Partners independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 29, 2018 |
| Stacy Elaine Hefty | Hefty Wealth Partners independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 29, 2018 |
| Thomas Dennis Kehoe | Oak Point Wealth Management, LLC independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 30, 2018 |
| Brian David Neal | Hefty Wealth Partners independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 29, 2018 |
| Kentrina Genea Mapes | Hefty Wealth Partners independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 29, 2018 |
| Edison Byzyka | Hefty Wealth Partners independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 29, 2018 |
| Erik Martin Herstad | Hefty Wealth Partners independent RIA | Cx Institutional, LLC independent RIA | RIA to RIA | Aug 15, 2018 | Mar 29, 2018 |
| Layton David Ginder | Raymond James Financial Services Advisors, Inc BD affiliated | Cx Institutional, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 26, 2018 | Jul 30, 2018 |
| Jane Margaret Lichtsinn | Osaic Fa, Inc. BD affiliated | Cx Institutional, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2018 | Nov 5, 2019 (533 d) |
| Emilee Lawrence | J.P. Morgan Securities LLC wirehouse | Cx Institutional, LLC independent RIA | Wirehouse to independent RIA | Jan 3, 2018 | Mar 29, 2018 (85 d) |
| Gregory James Betlach | Ameriprise Financial Services, LLC national BD | Cx Institutional, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2012 | Dec 12, 2024 (4724 d) |
| Theresa Ayers | Lincoln Financial Distributors, Inc. unclassified | Cx Institutional, LLC independent RIA | Other | Feb 24, 2011 | Oct 19, 2018 (2794 d) |
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75 moves match.