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1600 W Northwest Hwy Suite 300, Grapevine, TX 76051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-07 |
Branch Locations
1600 W Northwest Hwy Suite 300, Grapevine, TX 76051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Box Insurance Agency | Grapevine | TX | 01/2007 | Present |
| Box Financial Advisors, Llc | Grapevine | TX | 02/2026 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
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