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300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-01 |
| PA | RA | APPROVED | 2019-06-04 |
| PR | RA | APPROVED | 2018-05-08 |
| TX | RA | APPROVED | 2017-09-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Stonecrest Capital Markets, Inc. | Austin | TX | 05/2015 | Present |
| Stonecrest Advisors, Inc. | Austin | TX | 04/2017 | Present |
1. Stonecrest Partners of Puerto Rico; Investment related: No; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Admin Service Company; Position: Treasurer/Secretary and part owner; Start Date: 06/18; Hours/Month: 1-During Trading Hours: 1; Duties: Treasurer 2. Stonecrest Advisors; Investment related: Yes; Address: 300 W 6th Street, Suite 1550 Austin, TX 78701; Nature: Investment Adviser; Position: President, COO; Start Date: 09/17; Hours/month: 80; During Trading Hours: 80; Duties: President, COO. 3. Winlo Management Group LLC; Investment related: Yes; Address: 300 W 6th St, Suite 1550; Nature: Broker-Dealer; Position: Indirect Owner; Start Date: 01/24; Hours/month: 1; During Trading Hours: 1; Duties: Indirect Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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