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Current Employers
Beacon Advisors

9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

San Antonio, TX • United States

9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc San Antonio TX 01/2015 04/2022
Jpmorgan Chase Bank Na San Antonio TX 01/2015 05/2022
Custos Family Office Llc Austin TX 05/2022 09/2025
Beacon Advisors Holdings, Llc Austin TX 04/2025 Present
Beacon Advisors Holdings, Llc Austin TX 09/2025 Present
  • 01/2015 → 04/2022
    J.P. Morgan Securities Llc
    San Antonio, TX
  • 01/2015 → 05/2022
    Jpmorgan Chase Bank Na
    San Antonio, TX
  • 05/2022 → 09/2025
    Austin, TX
  • 04/2025 → Present
    Beacon Advisors Holdings, Llc
    Austin, TX
  • 09/2025 → Present
    Beacon Advisors Holdings, Llc
    Austin, TX
Previous Registrations
Other Businesses

1) Christian Assistance Ministry; Investment related; 110 San Antonio, TX; CAM provides services for vulnerable and at risk populations; Vice President; Start Date: 02-Apr-2019; Approximate # of hours a month, 2 per quarter; Approximate # of hours during securities trading hours: 2 per quarter; Board of Directors, serve on the finance committee. 2) Insurance agent; Various carriers; Active license; Not actively selling insurance; Less than 1% of time spent each month 3) Founder's Council; non investment related; 8715 W. Military Dr., San Antonio, TX 78227; Support Texas Biomed scientists in their research; Board Member; Start Date 01/2017; Number of hours during securities trading hours: 1 hour/month; solicit corporate sponsors to sponsor all of our events throughout the year 4) Texas Business Hall of Fame; non investment related;675 Bering Drive, Suite 200, Houston, Texas 77057; honors outstanding Texas business leaders and their contributions to their community and state, and to perpetuate and inspire the values of entrepreneurial spirit, personal integrity, and community leadership in all generations of Texans; Board Member; Start date 12/2023; Number of hours during securities trading hours: 1 hour/month; Interview potential scholarship recipients and promote the annual induction dinner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-02-17
  • S63 Uniform Securities Agent State Law Examination
    2015-02-17

View on SEC IAPD

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