HEFTY DAVID WAYNE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HEFTY DAVID WAYNE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CX INSTITUTIONAL, LLC | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | AUBURN, IN |
| — | Form ADV | CXI ADVISORS, LLC | TRUSTEE | AUBURN, IN |
| — | Form ADV | HEFTY WEALTH PARTNERS, INC. | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | AUBURN, IN |