Best Investors Account Sign in
Inactive

Audrey J Soza

Beacon Advisors

Austin, TX

Rockport, TX

Custos Family Office LLC

Austin, TX

Rockport, TX

Claim This Profile
Current Employers
Beacon Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-30
  • TX RA
    APPROVED
    Since 2025-11-30

Branch Locations

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

Rockport, TX • United States

Custos Family Office Llc

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-10
  • TX RA
    APPROVED
    Since 2023-02-10

Branch Locations

Austin, TX • United States

Rockport, TX • 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
Wells Fargo Securities, Llc Houston TX 08/2014 08/2022
Custos Family Office Austin TX 09/2022 10/2025
Beacon Advisors Austin TX 10/2025 Present
  • 08/2014 → 08/2022
    Wells Fargo Securities, Llc
    Houston, TX
  • 09/2022 → 10/2025
    Custos Family Office
    Austin, TX
  • 10/2025 → Present
    Beacon Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-10
S63 Uniform Securities Agent State Law Examination 2013-06-21
  • S66 Uniform Combined State Law Examination
    2023-02-10
  • S63 Uniform Securities Agent State Law Examination
    2013-06-21
Other Names
  • Audrey Kathrine Jones
  • Audrey Jones
  • Audrey Jones Soza

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor