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Audrey J Soza

Chief Compliance OfficerBeacon Advisors Holdings, LLCCRD 6160931

About Audrey J Soza

Audrey J Soza is listed as Chief Compliance Officer at Beacon Advisors Holdings, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Beacon Advisors Holdings, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Audrey J Soza work?

Audrey J Soza is listed as Chief Compliance Officer at Beacon Advisors Holdings, LLC on SEC Form ADV.

How much of Beacon Advisors Holdings, LLC does Audrey J Soza own?

Form ADV reports a beneficial ownership band of Under 5%.

Beacon Advisors Holdings, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025