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Kurt Louis Box

Advocates Wealth Planning

Houston, TX

CRD 4428158

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Employer firm

Advocates Wealth Planning CRD 138612

$448M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Advocates Wealth Planning

920 Memorial City Way Suite 250, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-02-02
  • TX RA
    APPROVED
    Since 2006-02-02

Branch Locations

920 Memorial City Way Suite 250, Houston, TX 77024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cypress Advisory Services Ltd., Llp Houston TX 10/2005 Present
  • 10/2005 → Present
    Cypress Advisory Services Ltd., Llp
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-21
S63 Uniform Securities Agent State Law Examination 2002-08-02
  • S65 Uniform Investment Adviser Law Examination
    2003-07-21
  • S63 Uniform Securities Agent State Law Examination
    2002-08-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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