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Hannah May Ellis

Kingstone Capital Partners Texas, LLC

Frisco, TX

Yakima, WA

CRD 6952680

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Employer firm

Kingstone Capital Partners Texas, LLC CRD 281593

$182M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Kingstone Capital Partners Texas, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-23

Branch Locations

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

Yakima, WA • 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
Keybank Seattle WA 05/2018 07/2020
Washington State Department Of Transportation Union Gap WA 11/2017 04/2018
Atlas Staffing Yakima WA 09/2017 11/2017
Golden Empire Mortgage Bakersfield CA 08/2016 08/2017
Realtor Barstow CA 06/2015 12/2017
Key Investment Services Seattle WA 05/2018 03/2020
Key Investment Sevices Seattle WA 03/2020 07/2020
Key Investment Services Yakima WA 07/2020 08/2020
Letter Advisors Llc Frisco TX 08/2020 03/2022
Letter Technologies Inc Frisco TX 08/2020 01/2023
Kingstone Capital Partners Texas Llc Addison TX 02/2023 Present
Kingstone Capital Partners Texas Llc Addison TX 02/2024 Present
  • 05/2018 → 07/2020
    Keybank
    Seattle, WA
  • 11/2017 → 04/2018
    Washington State Department Of Transportation
    Union Gap, WA
  • 09/2017 → 11/2017
    Atlas Staffing
    Yakima, WA
  • 08/2016 → 08/2017
    Golden Empire Mortgage
    Bakersfield, CA
  • 06/2015 → 12/2017
    Realtor
    Barstow, CA
  • 05/2018 → 03/2020
    Key Investment Services
    Seattle, WA
  • 03/2020 → 07/2020
    Key Investment Sevices
    Seattle, WA
  • 07/2020 → 08/2020
    Key Investment Services
    Yakima, WA
  • 08/2020 → 03/2022
    Letter Advisors Llc
    Frisco, TX
  • 08/2020 → 01/2023
    Letter Technologies Inc
    Frisco, TX
  • 02/2023 → Present
    Addison, TX
  • 02/2024 → Present
    Addison, TX
Previous Registrations
  • 2021-08-31 → 2022-03-30
    Letter Advisors, Llc
    Yakima, WA
    Frisco, TX
  • 2020-06-29 → 2020-08-24
    Tacoma, WA
    Yakima, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-26
S63 Uniform Securities Agent State Law Examination 2018-06-09
  • S66 Uniform Combined State Law Examination
    2020-06-26
  • S63 Uniform Securities Agent State Law Examination
    2018-06-09
Other Names
  • Hannah May Benton
  • Hannah Ellis

View on SEC IAPD

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