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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Austin | TX | 01/2010 | 02/2018 |
| J.P. Morgan Chase Bank, Na | Austin | TX | 11/2016 | 02/2018 |
| Custos Family Office | Austin | TX | 04/2018 | Present |
1) Custos Texas, LLC; Investment related; 32 Lovegrass Lane, Austin, TX 78745; business entity for tax purposes only; Member and partial direct owner of Custos Family Office; 0 hours per month during trading hours; pass through entity for Custos Family Office income for tax purposes. 2) Fisher59, 5050 W University Dr, DENTON, TX 76207. BEER DISTRIBUTION, NOT INVESTMENT RELATED, MEMBER OF ADVISORY BOARD SINCE 12/19/2014. 2 HOURS/MONTH TO OTHER BUSINESS. 0 HOURS DEVOTED DURING SECURITIES TRADING HRS. DUTIES INCLUDE ANALYZING EXISTING LOGISTICS, EQUIPMENT, AND FACILITIES, AND REVIEWING THE CORRESPONDING CORPORATE FINANCIALS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2009-01-27 |
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