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Quantrel Wes Hedrick

Box Financial Advisors, LLC

Grapevine, TX

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Current Employers
Box Financial Advisors, Llc

1600 W Northwest Hwy Suite 300, Grapevine, TX 76051 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-16
  • TX RA
    APPROVED
    Since 2026-04-16

Branch Locations

1600 W Northwest Hwy Suite 300, Grapevine, TX 76051 • 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
Charles Schwab & Co., Inc. Westlake TX 10/2015 10/2016
Hd Vest Advisory Services Irving TX 11/2016 03/2017
The Vanguard Group, Inc. Plano TX 03/2023 05/2025
Rgt Wealth Advisors Dallas TX 03/2017 01/2020
Westwood Wealth Management Dallas TX 01/2020 03/2023
Baker Tilly Advisory Group, Lp Frisco TX 05/2025 04/2026
Baker Tilly Wealth Management, Llc Frisco TX 05/2025 04/2026
Box Financial Advisors, Llc Grapevine TX 04/2026 Present
  • 10/2015 → 10/2016
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2016 → 03/2017
    Hd Vest Advisory Services
    Irving, TX
  • 03/2023 → 05/2025
    The Vanguard Group, Inc.
    Plano, TX
  • 03/2017 → 01/2020
    Rgt Wealth Advisors
    Dallas, TX
  • 01/2020 → 03/2023
    Westwood Wealth Management
    Dallas, TX
  • 05/2025 → 04/2026
    Baker Tilly Advisory Group, Lp
    Frisco, TX
  • 05/2025 → 04/2026
    Baker Tilly Wealth Management, Llc
    Frisco, TX
  • 04/2026 → Present
    Box Financial Advisors, Llc
    Grapevine, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-26
S66 Uniform Combined State Law Examination 2016-04-23
  • S63 Uniform Securities Agent State Law Examination
    2023-06-26
  • S66 Uniform Combined State Law Examination
    2016-04-23
Designations
Other Names
  • Wes Hedrick
  • Quantrel Weshon Hedrick

View on SEC IAPD

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Other Offices

SUNSAGE CAPITAL MANAGEMENT · GRAPEVINE, TX
ASCENT CAPITAL PARTNERS, LLC · Grapevine, TX
JASI FINANCIAL, INC. · GRAPEVINE, TX
LPL FINANCIAL LLC · EULESS, TX
EDWARD JONES · COLLEYVILLE, TX
LPL FINANCIAL LLC · COLLEYVILLE, TX
PNC WEALTH MANAGEMENT LLC · COLLEYVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEYVILLE, TX

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