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300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-01-21 |
Branch Locations
1369 Ashford Ave 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 |
|---|---|---|---|---|
| Oriental Bank | San Juan | PR | 06/2019 | 08/2020 |
| Oriental Financial Services | San Juan | PR | 06/2019 | 08/2020 |
| H Bar & Sampler | Bayamon | PR | 06/2017 | 04/2019 |
| Umai Restaurant | Guaynabo | PR | 04/2014 | 06/2017 |
| University Of Puerto Rico | Bayamon | PR | 08/2011 | 12/2016 |
| Popular Securities, Llc | San Juan | PR | 08/2020 | 06/2021 |
| Stonecrest Capital Markets, Inc. | Austin | TX | 06/2021 | Present |
1 Name: Stonecrest Partners of Puerto Rico; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Insurance Agency; Position: Insurance Agent; Start Date: 02/2022; Hours/month: Varies; During Trading Hours: Varies; Duties: Insurance Agent 2 Stonecrest Advisors, Inc; Investment Related-Yes, 300 W. 6th St. Suite 1520, Austin, TX 7871, Position: Investment Adviser Representative; Start Date 01/2025: Hours: estimated 10 per month, during trading hours. 3) Affiliate Marketing-Capstone Health/Century Health, Not Investment Related, TAMPA, FL, 33629, US, Start Date: 4/29/2025,10 hours per month, 0 hours per month during trading hours, Marketing of FICA tax benefit plan of the ACA. Pays a referral fee-non sales related. This is provided by Capstone Health & Wellness in the US and Century Health in Puerto Rico, both based in Concord, NC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
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