Paula Kay Heffron

Current Employers

Employment History

• 05/2011 → 08/2019
  Usaa Financial Advisors, Inc
  San Antonio, TX
• 05/2011 → 08/2019
  Usaa Investment Management Company
  San Antonio, TX
• 03/2013 → 03/2018
  Black Ink Consulting
  San Antonio, TX
• 08/2019 → 11/2024
  First Citizens Investor Services
  Raleigh, NC
• 01/2021 → 11/2024
  First Citizens Asset Management
  Raleigh, NC
• 06/2023 → 01/2024
  Svb Investment Services, Inc.
  San Francisco, CA
• 08/2023 → 11/2024
  Svb Wealth
  Boston, MA
• 04/2024 → 11/2024
  First Citizens Bank
  Raleigh, NC
• 11/2024 → Present
  Stonecrest Capital Markets, Inc.
  Austin, TX
• 11/2024 → Present
  Stonecrest Advisors, Inc.
  Austin, TX
• 12/2024 → Present
  Winlo Management Group Llc
  Austin, TX

Previous Registrations

• 2019-08-13 → 2024-11-18
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2021-01-22 → 2024-11-18
  First Citizens Asset Management, Inc
  Raleigh, NC
  Raleigh, NC
• 2011-06-01 → 2019-08-13
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
• 2011-05-24 → 2011-06-01
  Usaa Financial Planning Services
  San Antonio, TX
• 2008-04-14 → 2011-05-12
  Lpl Financial Llc
  Arnold, MO
  Festus, MO
  Festus, MO
  Arnold, MO

Other Businesses

1) Stonecrest Advisors, Inc.; Investment Related; 300 W. 6th Street, Suite 1550, Austin, TX 78701; Investment Advisor Representative; Start Date 12/2/24; 60 hours per month; 40 hours per month during trading hours; Chief Compliance Officer for Stonecrest Advisors, Inc. 2) FINRA Hearing Committee Member, 1735 K Street NW, Washington DC, 20006.Investment Related. Committee member beginning 1/2022. 4 hours per month, 4 trading hours. Serve as panelist in disciplinary hearings. 3) FINRA Committee Member, 1735 K Street NW, Washington DC, 20006.Investment Related. Committee member beginning 1/2025. 4 hours per month, 4 trading hours. Serve as a committee member for the Small Firm Advisory Committee. 4) Winlo Management Group LLC.; Investment Related; 300 W. 6th Street, Suite 1550, Austin, TX 78701; Registered Representative; Start Date 12/16/24; 20 hours per month during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-03-11

Designations

Other Names

• Paula Kay Tewalt
• Paula Kay Durham
• Paula Heffron