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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 |
|---|---|---|---|---|
| J.P. Morgan Private Bank | Austin | TX | 11/2010 | 05/2019 |
| Custos Family Office | Austin | TX | 08/2019 | 09/2025 |
| Beacon Advisors Holdings, Llc | Austin | TX | 04/2025 | Present |
| Beacon Advisors Holdings, Llc | Austin | TX | 09/2025 | Present |
1) Texas Notary Public. 3/1/2022 to Present. Not investment related. 5824 Terravista Dr., Austin, TX 78735. Duties include providing notary services to clients and prospects and upholding the notary guidelines and requirements for the State of Texas. Spend less than 5 hours per month on this activity. 2) One Chapel - Board Member. 10/27/2019 to Present. Not investment related. Duties include reviewing financial information on a monthly basis and giving advice on financial and other church-related matters. Spend 2-3 hours per month on this activity, none during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-10 |
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