Erik Morin has been an investment adviser representative at Kingstone Capital Partners Texas since October 2021, and is not listed among the firm’s executive officers or direct owners.
Kingstone Capital Partners Texas, LLC is a Frisco, TX firm with $182M under management, 192 clients and 7 advisers across 4 offices, as of its April 2026 filing.
- – present · 4 yearsLittleton, CO · Adviser representative · Firm CRD 281593
Investment adviser representative registrations
Erik Morin is registered as an investment adviser representative in Colorado, since October 2021.
- ColoradoSince 26 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 September 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 June 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6637617
- Firm
- Kingstone Capital Partners Texas · CRD 281593
- Office
- 26 WEST DRY CREEK CIRCLE, Suite 600, Littleton, CO 80120
- Registration
- Investment adviser registration
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Erik Morin work?
Erik Morin is an investment adviser representative registered through Kingstone Capital Partners Texas, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Erik Morin a financial advisor?
Yes. Erik Morin has a current investment-adviser registration in Colorado, through Kingstone Capital Partners Texas since October 2021.
How many years of experience does Erik Morin have?
Erik Morin has 10 years in the financial industry, since June 2016, across 1 adviser firm.
What exams has Erik Morin passed?
Erik Morin has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 2016. FINRA credited Erik Morin with the SIE, which began in October 2018.
Where is Erik Morin based?
Erik Morin’s registered office is in Littleton, CO.
Is Erik Morin registered with FINRA?
No. Erik Morin has no current broker registration.
How can I verify Erik Morin’s record?
Search CRD 6637617 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Morin’s full registration record.