AUDREY J SOZA is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with CUSTOS FAMILY OFFICE LLC, BEACON ADVISORS HOLDINGS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON ADVISORS HOLDINGS, LLC | 2025-11-30 | present | Yes |
| CUSTOS FAMILY OFFICE LLC | 2023-02-10 | present | Yes |