300 West 6th Street, Suite 1550, Austin, TX, 78701-4666
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is the Treasurer/Secretary and part owner of Stonecrest Partners of Puerto Rico, an admin service company. He is also the President and COO of Stonecrest Advisors, an investment advisor, taking about half his time. Finally, David is an indirect owner of Winlo Management Group LLC, a broker-dealer, dedicating minimal time.