DFX Intelligence
Advisor moves
Arrivals at Box Financial Advisors, LLCWhat a move isA 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.
4 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Quantrel Wes Hedrick | Baker Tilly Wealth Management, LLC other | Box Financial Advisors, LLC independent RIA | Other | Mar 30, 2026 | Apr 16, 2026 |
| Thomas Elliot Stone | Morgan Stanley wirehouse | Box Financial Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 4, 2022 | Aug 10, 2022 |
| Joby Brae Raymond | Veracity Capital LLC independent RIA | Box Financial Advisors, LLC independent RIA | RIA to RIA | Jan 18, 2021 | Oct 6, 2023 (991 d) |
| Martin Ryan Day | Avantax Advisory Services other | Box Financial Advisors, LLC independent RIA | Other | Oct 8, 2010 | Jan 18, 2011 (102 d) |
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