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Christian W. Reaney

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CRD#: 1433782
CR
Christian Warford Reaney

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.

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

BD
CRD#: 130032
SAN MATEO, CA
Past

June 5, 2014 - December 8, 2014

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

October 9, 2007 - April 30, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
TUCSON, AZ
Past

August 9, 2004 - February 5, 2007

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
TUCSON, AZ
Past

May 2, 2001 - June 28, 2004

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

October 5, 2000 - May 2, 2001

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

March 2, 1998 - October 4, 2000

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

April 29, 1993 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX
Past

October 15, 1991 - May 3, 1993

BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION

BD
CRD#: 17738
Past

December 23, 1985 - November 13, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
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".
KC
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)

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/30/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KC
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
8

SEC notice filing (7 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 Accounts439
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.

Company Information


KINGSTONE CAPITAL PARTNERS TEXAS, LLC

CRD#: 281593

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