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David Wayne Hefty

Chief Executive OfficerCX Institutional, LLCCRD 3251339

About David Wayne Hefty

David Wayne Hefty is listed as Chief Executive Officer at CX Institutional, LLC in Auburn, IN. Form ADV reports a beneficial ownership band of Under 5%. David Wayne Hefty is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of CX Institutional, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Wayne Hefty work?

David Wayne Hefty is listed as Chief Executive Officer at CX Institutional, LLC on SEC Form ADV.

How much of CX Institutional, LLC does David Wayne Hefty own?

Form ADV reports a beneficial ownership band of Under 5%.

CX Institutional, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2018

CX Institutional, LLC

TitleTrustee
Ownership
Control personYes
Since2011

CXI Advisors, LLC

TitleTrustee
Ownership
Control personYes
Since2011