LIPPER CHRISTOPHER JOEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LIPPER CHRISTOPHER JOEL appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CX INSTITUTIONAL, LLC | MANAGING DIRECTOR/WEALTH DIRECTOR | AUBURN, IN |
| — | Form ADV | VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS | PRESIDENT/CIO/CCO | PLANO, TX |