Best Investors
Account
Sign in
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED | 2020-11-19 |
| PR | RA | APPROVED | 2018-05-08 |
Branch Locations
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
1369 Ashford Avenue Ac Hotel Mezzanine Level, San Juan, PR 00907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities | Guaynabo | PR | 06/2009 | 06/2017 |
| First Southern Securities, Llc. | Alpharetta | GA | 07/2017 | 03/2018 |
| First Southern, Llc | San Juan | PR | 07/2017 | 03/2018 |
| First Southern Asset Management Llc | Alpharetta | GA | 07/2017 | 03/2018 |
| Stonecrest Capital Markets, Inc. | Austin | TX | 03/2018 | Present |
| Stonecrest Advisors, Inc. | Austin | TX | 03/2018 | Present |
1. Rodan + Fields skincare, 60 Spear St, Ste. 600 San Francisco, California 94105, NATURE OF BUSINESS: skincare programs, POSITION: Independent consultant. NATURE OF FINANCIAL INTEREST: $150.00 PER activity, 2. 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. Stonecrest Partners of Puerto Rico; Investment related: No; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Insurance Agency; Position: Insurance Agent; Start Date: 08/18; Hours/month: varies; During Trading Hours: varies; Duties: Insurance Agent. 4. Olive Tree People, Not Investment Related,401 Wilshire Blvd., 12th Floor, Santa Monica, CA, 90401, United States, Cosmetics-Wellness, Independent Consultant,1/1/2025,10 hours per month,1 hour per month during trading hours, Commission Compensation, Consultant for the holistic line of wellness products. 5. Pina Feliciano Investments LLC, Investment Related, San Juan, PR, Real Estate and Condominium Board, Owner and Treasurer, 06/2018, 2 hrs per month, 0 hrs during trading hours, treasurer and administrator of the condominium association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-20 |
Reach out to this advisor