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Dustin Powers Parker

Box Financial Advisors, LLC

Grapevine, TX

CRD 5861540

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Employer firm

Box Financial Advisors, LLC CRD 155623

$96.9M regulatory AUM 96 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Box Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-03-09
TX RA APPROVED 2026-03-07
  • NE RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED
    Since 2026-03-07

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
Box Insurance Agency Grapevine TX 01/2007 Present
Box Financial Advisors, Llc Grapevine TX 02/2026 Present
Other Businesses

Name of the other business: Boxy Insurance Agency; Investment related: N; address of other business: 1200 S. Main St., Ste. 1600, Grapevine, TX 76051; Nature of the other business: Insurance; Your position: CEO; title or relationship with the other business: CEO; Start date of your relationship: 01/2007; approximate number/month you devote to the other business: 32 hours; number of hours you devote to the other business during securities trading hours: 32 hours; Serve as the CEO of Box Insurance Agency

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-07
  • S65 Uniform Investment Adviser Law Examination
    2026-03-07
Other Names
  • Parker Powers Dustin

View on SEC IAPD

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