Beau Floyd

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-26

TX RA
APPROVED

Since 2025-06-26

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	02/2021	Present
Unemployed	Arlington	TX	10/2020	02/2021
Jp Morgan Chase	Arlington	TX	12/2017	10/2020
Home Depot	Lewisville	TX	02/2015	12/2017
University Of Texas At Arlington	Arlington	TX	08/2018	12/2020

02/2021 → Present

Fidelity Investments

Westlake, TX
10/2020 → 02/2021

Unemployed

Arlington, TX
12/2017 → 10/2020

Jp Morgan Chase

Arlington, TX
02/2015 → 12/2017

Home Depot

Lewisville, TX
08/2018 → 12/2020

University Of Texas At Arlington

Arlington, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-23
S63	Uniform Securities Agent State Law Examination	2021-06-16

S66 Uniform Combined State Law Examination

2025-06-23
S63 Uniform Securities Agent State Law Examination

2021-06-16

Other Names

Beau Cayce Floyd
Beau Floyd

View on SEC IAPD

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