This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SYMPHONY FINANCIAL, LTD. CO.

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

Jan 15, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jan 15, 2004

First registration

Jan 20, 2006

Dual registered

yes, broker-dealer

Other names

BEN HAROLD BOYD|TAD BOYD|BEN HAROLD BOYD

IAPD individual key

4722020

• Occurred

  Dec 10, 2024
  Advisor changed firm

  Ben Harold Boyd left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Symphony Financial, Ltd. Co. (registered 2024-12-10)

  Form ADVobserved 5 days ago
• Occurred

  Apr 14, 2023
  Advisor changed firm

  Ben Harold Boyd left Schwab Wealth Advisory, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-04-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf986475-d6b6-3cd3-c62f-2b3ee1abbf02

First observed

Jan 20, 2006

Last observed

Sep 14, 2026 6 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.