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RIA / WealthAdvisorCertified Financial Planner24 years in industry

KURT LOUIS BOX

Advisor at ADVOCATES WEALTH PLANNING

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e88232b7-7bd2-d895-466d-5fca3a64844e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jul 28, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Kurt Louis Box

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVOCATES WEALTH PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 2, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 2, 2002
First registration: Jul 28, 2003
Dual registered: no
IAPD individual key: 4428158

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVOCATES WEALTH PLANNING	Independent wealth	Feb 2, 2006	n/a	yes	HOUSTON, TX	Current employment
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jul 28, 2003	Dec 31, 2005	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRANSAMERICA FINANCIAL ADVISORS, LLC	ADVOCATES WEALTH PLANNING	Dec 31, 2005	Feb 2, 2006	33	Firm change	Other

Relationships

Registered with (2)

→ ADVOCATES WEALTH PLANNINGRegistered adviserregistration: current employment
Feb 2, 2006 to presentfactForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 28, 2003 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e88232b7-7bd2-d895-466d-5fca3a64844e
First observed: Jul 28, 2003
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KURT LOUIS BOX

Advisor at ADVOCATES WEALTH PLANNING

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e88232b7-7bd2-d895-466d-5fca3a64844e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:40 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ADVOCATES WEALTH PLANNING

Independent wealth

Feb 2, 2006

n/a

yes

HOUSTON, TX

Current employment

TRANSAMERICA FINANCIAL ADVISORS, LLC

Bd affiliated wealth

Jul 28, 2003

Dec 31, 2005

HOUSTON, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRANSAMERICA FINANCIAL ADVISORS, LLC

ADVOCATES WEALTH PLANNING

Dec 31, 2005

Feb 2, 2006

Firm change

Other