Noah Brian Ozgo

Current Employers

Employment History

• 08/2015 → 02/2018
  Jpmorgan Securities Llc
  Dallas, TX
• 02/2018 → 05/2023
  Neuberger Berman
  Dallas, TX
• 06/2023 → 03/2024
  Massmutual Life Insurance Comapny
  Springfield, MA
• 06/2023 → 03/2024
  Mml Investors Services, Llc
  Springfield, MA
• 04/2024 → 08/2025
  Weaver Capital Advisors
  Houston, TX
• 04/2024 → 08/2025
  Sowell Management
  Houston, TX
• 04/2024 → 08/2025
  Weaver And Tidwell, L.L.P.
  Houston, TX
• 08/2025 → Present
  Mml Investors Services, Llc
  Austin, TX
• 08/2025 → Present
  Massmutual Life Insurance Company
  Austin, TX

Previous Registrations

• 2024-04-15 → 2025-08-22
  Sowell Management
  North Little Rock, AR
  Houston, TX
• 2023-06-08 → 2024-04-01
  Mml Investors Services, Llc
  Fate, TX
  Springfield, MA
  Weatherford, TX
• 2018-02-28 → 2023-05-16
  Neuberger Berman Bd Llc
  Dallas, TX
• 2015-10-02 → 2018-03-08
  J.P. Morgan Securities Llc
  Flower Mound, TX
  Plano, TX
• 2015-03-16 → 2015-07-07
  J.P. Morgan Securities Llc
  San Antonio, TX

Other Businesses

(1) NAME: ANGELS AROUND US INV REL: N ADDR: 1312 SHADY LN, HONDO, TX 78861 NATURE: 501(C)3 CHARITY THAT PROVIDES SCHOLARSHIP FUNDS TO SAN ANTONIO ARE STUDENTS POSITION: BOARD TREASURER START DATE: 8/25/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: VOLUNTEER TIME TO ASSIST WITH ACCOUNTING, SCHOLARSHIP SELECTION, AND ADMINISTRATIVE DUTIES (2) NAME: TXCPA INV REL: Y ADDR: 14131 MIDWAY RD, SUITE 850, ADDISON, TX 75001 NATURE: NON-PROFIT SUPPORTING AND PROMOTING THE ACCOUNTING PROFESSION POSITION: MEMBER OF INVESTMENT COMMITTEE START DATE: 6/1/2022 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: AS MEMBER OF THE COMMITTEE; DISCUSS VARIOUS ITEMS TO SEND TO THE BOARD OF DIRECTORS

Exams

• S66 Uniform Combined State Law Examination
  2014-10-09

Designations

Other Names

• Noah Brian Ozgo
• Noah Ozgo