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CRD 155623
GRAPEVINE, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Dustin POWERS Parker | n/a | GRAPEVINE, TX | 0 | 19 | n/a | no |
| QUANTREL WES HEDRICK | Certified Financial Planner | GRAPEVINE, TX | 0 | 10 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOX INSURANCE AGENCY, INC. | SILENT OWNER | E | yes | 10/2010 | Mar 27, 2023 | Jul 30, 2024 |
| DUSTIN, PARKER, POWERS | Ceo | E | yes | 02/2007 | Mar 27, 2023 | Jul 30, 2024 |
| SNEAD, CLINTON, CHAD | PRESIDENT & CHIEF COMPLIANCE OFFICER | B | yes | 10/2014 | Mar 27, 2023 | Jul 30, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $96.9M | $93.4M | 4 | 3 | 0 | 1 | n/a |
| 2024 | Apr 7, 2025 | $95.5M | $92.6M | 3 | 3 | 0 | 1 | n/a |
| 2023 | Mar 5, 2024 | $96.5M | $95.3M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 2 | -1 | 100.0% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $96.9M | $95.5M | 1.4% | n/a | n/a | 4 | 3 | 0 | 0 |