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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 | 2021-08-20 |
| PR | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-29 |
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