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Erik Morin

Kingstone Capital Partners Texas, LLC

Littleton, CO

Frisco, TX

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Current Employers
Kingstone Capital Partners Texas, Llc

6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-10-26
  • CO RA
    APPROVED
    Since 2021-10-26

Branch Locations

26 West Dry Creek Circle Suite 600, Littleton, CO 80120 • United States

6160 Warren Parkway Suite 100, Frisco, TX 75034 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2016 Present
Northwestern Mutual Investment Services Llc Denver CO 04/2016 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2017 Present
  • 04/2016 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2016 → Present
    Northwestern Mutual Investment Services Llc
    Denver, CO
  • 03/2017 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-13
S63 Uniform Securities Agent State Law Examination 2016-09-19
  • S65 Uniform Investment Adviser Law Examination
    2021-10-13
  • S63 Uniform Securities Agent State Law Examination
    2016-09-19
Other Names
  • Erik Morin

View on SEC IAPD

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