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Current Employers
Stonecrest Advisors, Inc.

300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-20
PR RA APPROVED 2021-07-20
  • FL RA
    APPROVED
    Since 2021-08-20
  • PR RA
    APPROVED
    Since 2021-07-20

Branch Locations

1369 Ashford Ave, San Juan, PR 00907 • United States

300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oriental Financial Services San Juan PR 11/2014 05/2021
Stonecrest Capital Markets Inc. San Juan PR 06/2021 Present
Stonecrest Advisors, Inc. Austin TX 06/2021 Present
  • 11/2014 → 05/2021
    Oriental Financial Services
    San Juan, PR
  • 06/2021 → Present
    Stonecrest Capital Markets Inc.
    San Juan, PR
  • 06/2021 → Present
    Austin, TX
Other Businesses

1) MMM PROPERTIES LLC, OWNS REAL ESTATE.100% OWNER. ONLY WEEKENDS 2) Insurance agent of Stonecrest Partners of Puerto Rico, SCMI affiliate. Sales of life, fixed and variable annuities as part of the product offerings to clients for diversification. All commissions are known to SCMI and same payout grid as other SCMI products. One to two hours a week. Marketing material provided by insurance companies. Office of Commissioner of Insurance of PR issue the license in certificate and wallet format. 3) Stonecrest Advisors, Inc; INVESTMENT RELATED; 1369 ASHFORD AVE SAN JUAN, PR 00907; INVESTMENT ADVISOR; INVESTMENT ADVISOR; START DATE 06/2021; 20 HOURS/WEEK DURING TRADING HOURS 4) PR Investors Group LLC; NON-INVESTMENT RELATED; 1357 Ashford Ave. PMB 34 San Juan PR 00907; Real Estate Management; President; Start Date: 04/15/2023; 10 Hrs./Month and 0 Hours/Month during trading hours; Rep will be in charge of managing real estate properties. 5) 526 La Merced LLC; NON-INVESTMENT RELATED; 1357 Ashford Ave. PMB 34 San Juan PR 00907; Real Estate Management; President; Start Date: 02/14/2024; 10 Hrs./Month and 0 Hours/Month during trading hours; Rep will be in charge of managing Real Estate Rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-29
  • S66 Uniform Combined State Law Examination
    2021-04-29
Other Names
  • Sean Warren Miles

View on SEC IAPD

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