CX Institutional LLC
Legal Name: CX INSTITUTIONAL, LLC
Other Info
CX Institutional LLC, also known as CX INSTITUTIONAL, LLC, is a Limited Liability Company with 32 employees, 20 of which hold advisory positions. Despite its relatively small size, the firm serves 11 clients and has already gained SEC approval, as evidenced by its registration status in March 2018.
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(260) 927-1830 Menu HomeWhat to ExpectResources EducationBlogWho We Are Our BeliefsMeet the TeamThe CX PartnershipHow Do We Get Paid?Contact UsJoin Us Employment OpportunitiesLogin We believe financial freedom Learn More Credent Wealth Management[kreed-nt]adjective1. giving credence: confiding2. …
Home | Credent Wealth Management
(260) 927-1830 Menu HomeWhat to ExpectResources EducationBlogWho We Are Our BeliefsMeet the TeamThe CX PartnershipHow Do We Get Paid?Contact UsJoin Us Employment OpportunitiesLogin We believe financial freedom Learn More Credent Wealth Management[kreed-nt]adjective1. giving credence: confiding2. …
Direct Owners
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ANGELA MARIE LOCKWOOD
CHIEF OPERATIONS OFFICER owns less than 5%
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CHRISTOPHER JOEL LIPPER
MANAGING DIRECTOR/WEALTH DIRECTOR owns less than 5%
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CPF TEXAS
MEMBER owns more than 25% but less than 50%
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DAVID WAYNE HEFTY
CHIEF EXECUTIVE OFFICER owns less than 5%
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DOUGLAS EDWARD LOCKWOOD
BRANCH OFFICER owns less than 5%
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EDISON BYZYKA
CHIEF INVESTMENT OFFICER owns less than 5%
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HEFTY WEALTH PARTNERS
MANAGING MEMBER owns more than 50% but less than 75%
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JOHN THOMAS KNOWLTON
DIRECTOR CORPORATE DEVELOPMENT owns less than 5%
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JUSTIN MALCOLM BURSE
CHIEF COMPLIANCE OFFICER owns less than 5%
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OAK POINT FINANCIAL GROUP
MEMBER owns more than 25% but less than 50%
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STACY ELAINE HEFTY
PRESIDENT owns less than 5%
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THOMAS DENNIS KEHOE
MANAGING DIRECTOR, WEALTH PARTNER owns less than 5%
Indirect Owners
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DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011
MEMBER owns more than 25% but less than 50%
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DAVID WAYNE HEFTY
TRUSTEE
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JOHN THOMAS KNOWLTON
PRESIDENT owns more than 50% but less than 75%
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STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011
MEMBER owns more than 25% but less than 50%
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STACY ELAINE HEFTY
TRUSTEE
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THOMAS DENNIS KEHOE
DIRECTOR owns more than 25% but less than 50%