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BH

Brent E. Hippert

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CRD#: 1067611
BH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brent Eugene Hippert was a registered financial professional .

Brent is a previously registered financial professional and started their career in finance in 1982. Brent had worked at 31 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, Series 57TO, SIE, Series 44, Series 55, Series 15, Series 3, Series 5, Series 7, Series 9, Series 10, Series 14, Series 27, Series 4, Series 53, Series 28, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 17, 2024 - January 29, 2025

WINLO MANAGEMENT GROUP, LLC

BD
CRD#: 288383
AUSTIN, TX
Past

June 1, 2018 - January 31, 2025

NETREX CAPITAL MARKETS, LLC

BD
CRD#: 160529
Melville, NY
Past

July 6, 2017 - May 16, 2018

OLDEN LANE SECURITIES, LLC

BD
CRD#: 173847
Summit, NJ
Past

May 8, 2017 - April 12, 2019

CARTA SECURITIES, LLC

BD
CRD#: 282086
SAN FRANCISCO, CA
Past

October 12, 2015 - January 29, 2025

STONECREST CAPITAL MARKETS, INC.

BD
CRD#: 39616
AUSTIN, TX
Past

May 8, 2015 - July 25, 2015

STONECREST CAPITAL MARKETS, INC.

BD
CRD#: 39616
AUSTIN, TX
Past

November 21, 2014 - February 25, 2015

HIGH POINT CAPITAL GROUP, INC.

BD
CRD#: 25667
COCOA, FL
Past

March 26, 2014 - April 4, 2016

CNBS

BD
CRD#: 24153
OVERLAND PARK, KS
Past

January 4, 2013 - May 31, 2022

ENERECAP PARTNERS, LLC

BD
CRD#: 26554
ATLANTA, GA
Past

February 8, 2012 - April 26, 2013

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

December 7, 2011 - August 18, 2014

HIGHLAND FINANCIAL, LTD.

BD
CRD#: 25896
JOHNSTOWN, PA
Past

April 15, 2011 - June 1, 2023

HORANG SECURITIES, LLC

BD
CRD#: 6004
Charlotte, NC
Past

December 4, 2009 - February 23, 2015

VCAP SECURITIES, LLC

BD
CRD#: 124515
NEW YORK, NY
Past

January 2, 2008 - February 23, 2015

SINCLAIR & COMPANY, LLC

BD
CRD#: 133754
DARIEN, CT
Past

December 21, 2007 - June 24, 2008

THE RIDERWOOD GROUP INCORPORATED

BD
CRD#: 16681
TOWSON, MD
Past

October 19, 2006 - December 14, 2009

LUCIA SECURITIES, LLC

BD
CRD#: 37179
SAN DIEGO, CA
Past

February 2, 2006 - April 18, 2007

FIDUCIAL INVESTMENT ADVISORS, INC.

BD
CRD#: 44792
COLUMBIA, MD
Past

January 31, 2006 - February 1, 2006

LUCIA SECURITIES, LLC

BD
CRD#: 37179
SAN DIEGO, CA
Past

October 7, 2003 - February 1, 2022

HARDCASTLE TRADING USA L.L.C.

BD
CRD#: 126497
SECAUCUS, NJ
Past

February 6, 2003 - May 17, 2022

ASHTON STEWART & CO., INC.

BD
CRD#: 112386
NEW YORK, NY
Past

June 20, 2002 - October 25, 2013

CHANNEL CAPITAL GROUP LLC

BD
CRD#: 118697
NEW YORK, NY
Past

May 23, 2002 - April 22, 2003

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

March 15, 2002 - October 13, 2022

UHY CAPITAL GROUP, LLC

BD
CRD#: 117867
CHICAGO, IL
Past

January 11, 2002 - November 17, 2003

PORT FINANCIAL LLC

BD
CRD#: 114207
WESTPORT, CT
Past

July 18, 2001 - September 5, 2001

EXCHANGE CONNECTIVITY, INC.

BD
CRD#: 104225
EVANSTON, IL
Past

April 20, 2001 - August 8, 2001

PRIVATETRADE.COM, INC.

BD
CRD#: 103763
SAN FRANCISCO, CA
Past

January 21, 1999 - August 2, 2000

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

BD
CRD#: 14538
TAMPA, FL
Past

December 1, 1997 - February 26, 1998

NEOVEST TRADING

BD
CRD#: 39798
NEW YORK, NY
Past

May 5, 1995 - December 20, 1996

BUCKHEAD FINANCIAL CORPORATION

BD
CRD#: 18398
Past

November 16, 1993 - June 29, 1995

D. BLECH & COMPANY, INCORPORATED

BD
CRD#: 26063
NEW YORK, NY
Past

August 11, 1987 - December 15, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 27, 1986 - September 11, 1987

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

December 17, 1984 - March 3, 1986

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

October 20, 1982 - December 14, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/22/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 44
Date: 9/1/2006
PCX Market Maker Exam
General Industry/Product Exam
RR
Series 55
Date: 11/9/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 15
Date: 3/23/1993
Foreign Currency Options Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/15/1982
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 5/5/1995
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/23/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WM
WINLO MANAGEMENT GROUP, LLC
OSBORNE, ERIN LEIGH | WINLO MANAGEMENT GROUP, LLC | WINLO MANAGEMENT GROUP | STONECREST GLOBAL CAPITAL, LLC | STONECREST GLOBAL CAPITAL

CRD#: 288383 / SEC#: , 8-69940

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
300 W 6th Street Suite 1550, Austin, TX 78701
Mailing Address
300 W 6th Street Suite 1550, Austin, TX 78701
Phone number
(800) 688-3824
Established
Puerto Rico since 01/15/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STONECREST HOLDINGS, LLCPARENT COMPANY
HEFFRON, PAULA KAYCHIEF COMPLIANCE OFFICER4901921
KRIEWALD, JESSICAFINOP7052634
RANDOLPH, JOHN SCOTTCHIEF EXECUTIVE OFFICER1848519

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WINLO MANAGEMENT GROUP, LLC

CRD#: 288383

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