Hannah Ellis has been an investment adviser representative at Kingstone Capital Partners Texas since February 2024, 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.
Hannah Ellis’ longest registration is the current one, 2 years at Kingstone Capital Partners Texas since 2024. Before joining Kingstone Capital Partners Texas in 2024, Hannah Ellis was registered through Letter Advisors, LLC and Key Investment Services LLC.
- – present · 2 yearsYakima, WA · Adviser representative · Firm CRD 281593
- Letter Advisors, LLC– · under a yearYakima, WA · Adviser representative · Firm CRD 310739
- Key Investment Services LLC– · under a yearYakima, WA · Adviser representative · Firm CRD 136300
Investment adviser representative registrations
Hannah Ellis is registered as an investment adviser representative in Texas, since February 2024.
- TexasSince 23 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 1 February 2024 |
| Series 66 | Uniform Combined State Law Examination | 26 June 2020 |
| Series 7TO | General Securities Representative Examination | 22 May 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 May 2018 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Hannah May Ellis
- CRD
- 6952680
- Firm
- Kingstone Capital Partners Texas · CRD 281593
- Office
- Yakima, WA
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Hannah Ellis work?
Hannah Ellis is an investment adviser representative registered through Kingstone Capital Partners Texas, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Hannah Ellis a financial advisor?
Yes. Hannah Ellis has a current investment-adviser registration in Texas, through Kingstone Capital Partners Texas since February 2024.
How many years of experience does Hannah Ellis have?
Hannah Ellis has 5 years in the financial industry, since April 2021, across 3 adviser firms.
What exams has Hannah Ellis passed?
Hannah Ellis has passed 5 licensing exams: the Series 6, Series 63, Series 7TO, Series 66 and Series 6TO. The earliest, the Series 6, was passed in May 2018. FINRA credited Hannah Ellis with the SIE, which began in October 2018.
Where did Hannah Ellis work before Kingstone Capital Partners Texas?
Before Kingstone Capital Partners Texas, Hannah Ellis was registered through Letter Advisors, LLC, August 2021 to March 2022; Key Investment Services LLC, June 2020 to August 2020.
Where is Hannah Ellis based?
Hannah Ellis’ registered office is in Yakima, WA.
Is Hannah Ellis registered with FINRA?
No. Hannah Ellis has no current broker registration.
How can I verify Hannah Ellis’ record?
Search CRD 6952680 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hannah Ellis’ full registration record.