CEFEX | Fiduciary Excellence at Investment Advisory Firms

Certified Stewards

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Registration No	Company	Registration Type	Date Registered	State
CFX10066	UniqueHR	Investment Steward Certification	09/23/2008	TX
CFX10103	Clerk of the Circuit Court & Comptroller, Palm Beach County	Investment Steward Certification	10/21/2009	FL
CFX10112	CREATE Foundation, Inc.	Investment Steward (Nonprofit)	04/12/2010	MS
CFX10129	Whitney Benefits	Investment Steward (Nonprofit)	10/22/2010	WY
CFX10127	The Laborers' Local 1298 Pension Fund	Investment Steward Certification	02/16/2011	NY
CFX10308	United Way of Northeast Mississippi	Investment Steward Certification	05/22/2015	MS
CFX10397	Greg A. Vietri, Inc.	Investment Steward Certification	10/05/2015	PA
CFX10401	Heritage's Dairy Stores	Investment Steward Certification	10/05/2015	NJ
CFX10402	Delmont Utilities	Investment Steward Certification	10/05/2015	PA
CFX10437	TESCO	Investment Steward Certification	05/09/2016	PA
CFX10438	Keating Partners	Investment Steward Certification	05/09/2016	PA
CFX10634	Community Foundation of Northwest Mississippi	Investment Steward Certification	08/07/2018	MS
CFX10636	BPCC Foundation, Inc.	Investment Steward Certification	08/10/2018	LA
CFX10616	LSU-Shreveport Foundation	Investment Steward Certification	10/29/2018	LA
CFX10685	Korman Communities 401(k) Plan	Investment Steward Certification	05/29/2019	PA
CFX10692	Strata Company	Investment Steward Certification	06/13/2019	PA
CFX10688	Match-E-Be-Nash-She-Wish Band of Pottawatomi Indians	Investment Steward Certification	06/21/2019	MI
CFX10660	Florida United Methodist Foundation	Investment Steward Certification	09/20/2019	FL
CFX10725	Capozzi Adler, P.C.	Investment Steward Certification	08/05/2020	PA
CFX10728	Children's Choice	Investment Steward Certification	08/05/2020	NJ
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