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9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Austin | TX | 05/2007 | 10/2020 |
| Jpmorgan Chase Bank Na | Austin | TX | 11/2016 | 10/2020 |
| Custos Family Office Llc | Austin | TX | 12/2020 | 09/2025 |
| Beacon Advisors Holdings, Llc | Austin | TX | 04/2025 | Present |
| Beacon Advisors Holdings, Llc | Austin | TX | 09/2025 | Present |
1) SilverBox Engaged Corp Investment related: Yes Address: 1250 S. Capital of Texas Highway Building 2, Suite 285 Austin, TX 78735 Position/Title/Relationship: Director Start Date: 2/2022 Nature of Business: Personal Investment Approximate # of hours: 1/ mo. Approximate # of hours during trading hours: 1/ mo. Duties: Acquisitions/merger company that issues SPAC as a public company. Role of Board is to ensure executive team is identifying appropriate private companies and following due diligence. As Director, Mr. Creixell is included in the acquisition process. Any securities that are made public will be fully restricted for all advisory client accounts. 2) St. Louise House; non-investment related; Austin, TX; Charity; Volunteer; Board Member; 08/2021; 2 hrs per qtr; 0 hours during trading hours; advises the Executive Director as a general board member and serves on the finance committee (does not have control over accou 3) Seton Ascension Texas Finance Committee Investment related: Yes Address: 1345 Austin, TX https://www.seton.net/ Nature of the other business: Seton Ascension System is a non-profit healthcare organization that owns and operates hospitals. General advisory capacity only - no check writing authority Position/Title/Relationship: Other Start Date: 05-Sep-2017 Approximate # of hours a month: 1 or 2 hours a quarter Approximate # of hours during securities trading hours: 1 per quarter Briefly describe your duties: Committee Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-18 |
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