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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
San Antonio, TX • United States
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-17 |
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