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Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-26 |
| FL | RA | APPROVED | 2023-04-03 |
| MS | RA | APPROVED | 2020-10-26 |
Branch Locations
Houston, TX • United States
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-22 |
Branch Locations
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
San Jose • Costa Rica
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inversso, Llc | Oxford | MS | 07/2018 | Present |
| Pictorica | San Jose | 10/2016 | Present | |
| Zurcher, Odio, Raven | San Jose | 03/2015 | 10/2016 | |
| Stonecrest Advisors, Inc. | Austin | TX | 01/2022 | Present |
1) PICTORICA, LAW FIRM; NON-INVESTMENT RELATED; PAVAS, SAN JOSE, COSTA RICA; SENIOR LAWYER, ASSOCIATE; START 10/2016; 60 HRS/MO, 4 DURING TRADING HRS; ASSOCIATE LAWYER THAT FOCUSES ON CRIMINAL LAW AND FINANCIAL/SECURITIES LAW IN COSTA RICA. 2) INVERSSO LLC, CRD# 298821; INVESTMENT RELATED; 1315 TULLEMORE BLVD, ORMOND BEACH, FL 32174; REGISTERED INVESTMENT ADVISOR; OWNER, PRINCIPAL EXECUTIVE OFFICER; START DATE 1/1/2021; 3 HOURS/MONTH, ZERO DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-01 |
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