Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-13 |
| NY | RA | APPROVED | 2022-11-10 |
| PR | RA | APPROVED | 2022-11-02 |
Branch Locations
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
475 Calle C Suite 507, Guaynabo, PR 00969 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Guaynabo | PR | 02/2013 | 03/2021 |
| Bank Of America, N.A. | Guaynabo | PR | 10/2013 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Orlando | FL | 03/2021 | 10/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | 10/2022 |
| Stonecrest Capital Markets, Inc. | San Juan | PR | 10/2022 | Present |
| Stonecrest Advisors, Inc. | San Juan | PR | 10/2022 | Present |
1) Stonecrest Advisors, Inc.; Investment related: Yes; Address: 300 W 6th St, Suite 1550, Austin, TX 78701; Nature: Investment Advisor; Position: Investment Advisor Representative; Start Date: 10/22; Hours/month: 160; During Trading Hours: 160; Duties: Investment Advisor 2) Juguetería Felices LLC; Investment related: No; Adress: 101 Ave. Ortegon Apt. 1702 Plaza Athene Guaynabo PR 00966; Personal Holdings Company; Owner; Start Date: July 2023; Hours/month: 4; During trading Hours: 0; Rep keeps personal items, such as watches, art pieces, collector footwear (sneakers), cars, and other items under this LLC and may trade on some of these items in the future, with the opportunity of receiving income. 3) Opus Group LLC; Investment related: NO; Address: 475 Calle C Los Frailes Industrial Park Guaynabo PR 00969: Real Estate Development Company: 50% Owner: Start Date: July 2023; Hours/month:16 During Trading Hours: 0; Rep will be directly involved in the business decisions and will receive income and dividends from the business. 4) Cobos S.E.; Investment related: NO; Address: Metro Office Park 13 2nd Street Suite 301 Guaynabo PR 00968; Family Real Estate business; Part Owner (9.9% participation); Start Date: July 2023; Hours/month: 4; During Trading Hours: 0; Rep is not involved in the day-to-day operations. He will receive sporadic dividends as a family member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-28 |
Reach out to this advisor