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SS

Scotty W. Schoettlin

Some features on this profile are disabled
CRD#: 4305168
SS

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.

Scotty Wayne Schoettlin, who also goes by Scott W. Schoettlin, Scott Wayne Schoettlin, was a registered financial professional .

Scotty is a previously registered financial professional and started their career in finance in 2000. Scotty had worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Scott W. Schoettlin | Scott Wayne Schoettlin

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.
*ORG Consultants; 12610 New Brittany Blvd, Fort Myers, FL 33907; non-investment; referral program; Agent; 05/2016-present; 1hr/mo.; 1hr/mo. during trading *The Continuing Education Academy; 12610 New Brittany Blvd, Fort Myers, FL 33907; non-investment; CE Seminars; Agent; 05/2016-present; 2hrs/mo.; 2hrs/mo. during trading hrs. *Omni Payroll Solutions;12610 New Brittany Blvd, Fort Myers, FL 33907; non-investment; Payroll Services; Agent; 05/2016-present;2hrs/mo.;2hrs. mo during trading *Omni Resource Group of SW Florida;12610 New Brittany Blvd, Fort Myers, FL 33907; non-investment; Workers Compensation; Agent; 05/2016-present; 10hrs/mo.; 10hrs./mo. during trading *Omni Financial Services of Lee County; 12610 New Brittany Blvd, Fort Myers, FL 33907; non-investment; Business relationship with Minnesota Life;Agent; 05/2016-present; 40 hrs/mo.;25/hrs/mo. during trading.

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

July 18, 2018 - December 15, 2023

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA
CRD#: 281593
Wesley Chapel, FL
Past

May 20, 2016 - April 9, 2018

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
TAMPA, FL
Past

May 19, 2016 - April 9, 2018

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
TAMPA, FL
Past

December 7, 2015 - May 11, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TAMPA, FL
Past

December 1, 2015 - May 11, 2016

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
TAMPA, FL
Past

July 10, 2007 - September 30, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
TALLAHASSEE, FL
Past

July 9, 2007 - September 30, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAKELAND, FL
Past

December 13, 2005 - July 19, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEWPORT BEACH, CA
Past

December 12, 2005 - July 19, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NEWPORT BEACH, CA
Past

September 24, 2004 - November 25, 2005

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
COSTA MESA, CA
Past

September 24, 2004 - November 25, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
COSTA MESA, CA
Past

February 23, 2004 - October 11, 2004

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
LOS ANGELES, CA
Past

August 18, 2003 - January 20, 2004

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
ENCINITAS, CA
Past

April 7, 2003 - January 20, 2004

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

May 14, 2001 - April 4, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

December 21, 2000 - February 2, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 21, 2000 - February 2, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
RR
IAR
Series 66
Date: 8/16/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/18/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/9/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2000
General Securities Representative Examination

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 (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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