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1600 W Northwest Hwy Suite 300, Grapevine, TX 76051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
1600 W Northwest Hwy Suite 300, Grapevine, TX 76051 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2022 |
| Independent Financial Group, Llc | Dallas | TX | 04/2022 | 04/2024 |
| Cornerstone Financial Services, Inc. | Dallas | TX | 04/2022 | 04/2024 |
| Box Financial Advisors, Llc | Grapevine | TX | 08/2025 | Present |
| Covenant Christian Academy | Colleyville | TX | 12/2012 | Present |
(1) RENTAL PROPERTY POSITION: Employee NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2019 ADDRESS: 6 Rodilo Ln., Hot Springs Village AR 71909, United States DESCRIPTION: Property manager. (2) RENTAL PROPERTY POSITION: Co-Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2019 ADDRESS: 22 Segovia Dr, Hot Springs Village AR 71909, United States DESCRIPTION: Property manager. (3) COVENANT CHRISTIAN ACADEMY POSITION: Agent/Representative NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2012 ADDRESS: 901 Cheek Sparger Rd., Colleyville TX 76034, United States DESCRIPTION: Coaching track and cross-country. (4) OUTSIDE INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1990 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: Insurance sales for Life, Health & Fixed Annuities. (5) MR REEVES, LLC POSITION: Owner NATURE: Mortgage Lending Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 425 Montreal Ct., Hurst TX 76054, United States DESCRIPTION: Limited partner on wife realtor business. (6) USATF CERTIFIED TRACK OFFICIAL POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 425 Montreal Ct., Hurst TX 76054, United States DESCRIPTION: Officiating track & field meets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-08 |
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