DFX Intelligence
Advisor moves
Departures from Box Financial Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joby Brae Raymond | Box Financial Advisors, LLC independent RIA | Team Financial Strategies independent RIA | RIA to RIA | Feb 9, 2026 | Jun 7, 2025 |
| Thomas Elliot Stone | Box Financial Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 22, 2026 | Feb 9, 2026 |
| Logan Bennett | Box Financial Advisors, LLC independent RIA | Brexton Family Financial, LLC state registered | RIA to a state-registered adviser | Aug 2, 2023 | Aug 11, 2023 |
| Alan Dale Thornton | Box Financial Advisors, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2022 | Aug 17, 2022 |
| Martin Ryan Day | Box Financial Advisors, LLC independent RIA | Brexton Family Financial, LLC state registered | RIA to a state-registered adviser | Jul 10, 2020 | Jul 10, 2020 |
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5 moves match.