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Boyd Financial Strategies, Inc. CRD 107505
$140M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
319A Southbridge St Ste 201, Auburn, MA 01501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
| MA | RA | APPROVED | 2024-04-02 |
Branch Locations
Round Rock, TX • United States
319A Southbridge St Ste 201, Auburn, MA 01501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boyd Financial Strategies, Inc | Auburn | MA | 04/2019 | Present |
| Student | Auburn | MA | 09/2007 | 05/2022 |
| Boyd Marine Service | Frye Island | ME | 04/2020 | 08/2023 |
| Tjx Companies | Natick | MA | 05/2021 | 08/2021 |
| Tjx Companies | Natick | MA | 05/2022 | 08/2022 |
| New England Sports Center (Usa Hockey) | Marlborough | MA | 06/2015 | 02/2025 |
| Jack P Boyd | Auburn | MA | 07/2023 | Present |
Jack P Boyd Not Investmernt Related 319A Soutthbridge St, Auburn, MA 01501 Insurance Sales and Service Sole Proprietor Fixed Rate Annuities Sales and Service July 2023 8hrs/month 2hrs/week Assisting clients of Boyd Financial Strategies, Inc. with the use of Fixed Rate Annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-25 |
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