Christian W. Reaney

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CRD#: 1433782

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.

Christian Warford Reaney, who also goes by Chris Reaney, was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 1985. Christian had worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Chris Reaney

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 5, 2018 - May 1, 2019

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA

CRD#: 281593

ADDISON, TX

Past

September 30, 2016 - December 31, 2017

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA

CRD#: 281593

TUSCON, AZ

Past

March 1, 2016 - August 26, 2019

EMERSON EQUITY LLC

CRD#: 130032

SAN MATEO, CA

Past

June 5, 2014 - December 8, 2014

MERRIMAN CAPITAL, INC.

CRD#: 18296

NEW YORK, NY

Past

October 9, 2007 - April 30, 2014

LPL FINANCIAL LLC

CRD#: 6413

TUCSON, AZ

Past

August 9, 2004 - February 5, 2007

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

TUCSON, AZ

Past

May 2, 2001 - June 28, 2004

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

October 5, 2000 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

March 2, 1998 - October 4, 2000

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

April 29, 1993 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

Past

October 15, 1991 - May 3, 1993

BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION

CRD#: 17738

Past

December 23, 1985 - November 13, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY

CRD#: 281593 / SEC#: 801-119503

RIA

Registered Investment Advisory firm - (9/22/2020 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2019 Terminated)

California

Registered Investment Advisory firm - (10/30/2020 Terminated)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Florida

Registered Investment Advisory firm - (9/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/30/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/30/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/1985

General Securities Representative Examination

Current Firm

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY

CRD#: 281593 / SEC#: 801-119503

RIA

Registered Investment Advisory firm - (9/22/2020 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2019 Terminated)

California

Registered Investment Advisory firm - (10/30/2020 Terminated)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Florida

Registered Investment Advisory firm - (9/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/30/2020 Terminated)

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Contact information

Main Address

6160 Warren Parkway Suite 100, Frisco, TX 75034

Mailing Address

Phone number

(866) 361-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGSTONE CAPITAL PARTNERS TEXAS LLC - FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	439
AUM (Assets Under Management)	$ 158,051,622

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.

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Advisor Monitoring

Firm Stability Insights

Christian W. Reaney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

EMERSON EQUITY LLC

MERRIMAN CAPITAL, INC.

LPL FINANCIAL LLC

NORTHERN TRUST SECURITIES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

RAUSCHER PIERCE REFSNES, INC.

BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2016

Series 63

Date: 1/10/1986

SIE

Date: 10/1/2018

Series 7

Date: 12/21/1985

Current Firm

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

TRUST BUT VERIFY

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