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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 2025-03-17
  • FL RA
    APPROVED
    Since 2025-03-17

Branch Locations

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

1369 Ashford Ave Mezzanine Level, San Juan, PR 00907 • 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
Stonecrest Capital Markets, Inc. Austin TX 01/2015 Present
Stonecrest Advisors, Inc. Austin TX 10/2016 Present
Winlo Management Group Llc Austin TX 08/2022 Present
Stonecrest Partners Of Puerto Rico San Juan PR 06/2018 Present
Stonecrest Investment Management San Juan PR 07/2021 Present
  • 01/2015 → Present
    Stonecrest Capital Markets, Inc.
    Austin, TX
  • 10/2016 → Present
    Austin, TX
  • 08/2022 → Present
    Winlo Management Group Llc
    Austin, TX
  • 06/2018 → Present
    Stonecrest Partners Of Puerto Rico
    San Juan, PR
  • 07/2021 → Present
    Stonecrest Investment Management
    San Juan, PR
Other Businesses

1. Name: Stonecrest Partners of Puerto Rico; Investment-related: No; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Admin/Service Company; Position: Chairman and part owner; Start Date: 06/18; Hours/month: 0-1; During Trading: 0-1; Duties: Chairman 2. Name: Stonecrest Advisors; Investment related: Yes; Address: 300 W 6th Street, Suite 1520 Austin, TX 78701; Nature: Investment Adviser; Position: Executive Officer; Start Date: 03/17; Hours/month: 0-1; During Trading Hours: 0-1; Duties: Executive Officer 3. Name: Stonecrest Investment Management; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Investment Manager; Position: Partner; Start Date: 07/21; Hours/month: 120; During Trading Hours: 120; Duties: Executive Officer 4. Name: Winlo Management Group LLC; Investment related: Yes; Address: 4300 Biscayne Blvd, Suite 203 Miami, FL 33137; Nature: Broker-Dealer; Position: Indirect Owner; Start Date: 08/22; Hours/month: 0-1; During Trading Hours: 0-1; Duties: Indirect Owner 5. Name: Stonecrest Capital Markets, Inc.; Investment related: Yes; Address: 300 W 6th Street, Suite 1520 Austin, TX 78701; Nature: Broker-Dealer; Position: Executive Officer; Start Date: 03/16; Hours/month: 40; During Trading Hours: 0-1; Duties: Executive Officer

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-03
S63 Uniform Securities Agent State Law Examination 2009-08-21
  • S65 Uniform Investment Adviser Law Examination
    2017-02-03
  • S63 Uniform Securities Agent State Law Examination
    2009-08-21
Other Names
  • David G Weibel

View on SEC IAPD

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