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300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-04-22 |
| PR | RA | APPROVED | 2019-07-23 |
Branch Locations
1369 Ashford Avenue Ac Hotel Mezzanine Level, San Juan, PR 00907 • United States
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herbert J Sims & Co | Guaynabo | PR | 09/2013 | 06/2019 |
| Stonecrest Capital Markets Inc | Austin | TX | 06/2019 | Present |
| Stonecrest Advisors Inc | Austin | TX | 06/2019 | Present |
1. Name: RP Realty; Investment related: No; Address: Puerto Rico; Nature: Real Estate; Position: Real Estate Agent (C-18708); Start Date: 10/16; Hours/month: 2-3; During Trading Hours: 0; Duties: Real Estate Referrals 2. Name: Stonecrest Advisors; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Investment Adviser; Position: Investment Adviser; Start Date: 05/18; Hours/month: 20; During Trading Hours: 20; Duties: Investment Adviser 3. Name: Stonecrest Partners of Puerto Rico; Investment related: No; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Insurance Agency; Position: Insurance Agent; Start Date: 07/19; Hours/month: varies; During Trading Hours: varies; Duties: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-17 |
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