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300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
| PR | RA | APPROVED | 2020-02-21 |
Branch Locations
1369 Ashford Ave Ac Hotel Mezzanine Level, San Juan, PR 00907 • United States
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hj Sims | Guaynabo | PR | 08/2014 | 01/2020 |
| Stonecrest Capital Markets, Inc. | San Juan | PR | 01/2020 | Present |
| Stonecrest Advisors Inc | San Juan | PR | 01/2020 | Present |
1) Stonecrest Partners of Puerto Rico; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Insurance Agency; Position: Insurance Agent; Start Date: 07/19; Hours/month: 10; During Trading Hours: 10; Duties: Life/Health Insurance Sales 2) Stonecrest Advisors; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Investment Adviser; Position: Investment Adviser; Start Date: 01/20; Hours/month: 10; During Trading Hours: 10; Duties: Investment Adviser Representative for Stonecrest Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-27 |
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