Hannah M. Ellis
Professional summary
Hannah May Ellis, who also goes by Hannah May Benton, Hannah Ellis, is a registered financial advisor currently at KINGSTONE CAPITAL PARTNERS TEXAS, LLC located in Yakima, Washington.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Hannah has worked at 3 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hannah May Ellis's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2024 - Present
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
August 31, 2021 - March 30, 2022
LETTER ADVISORS, LLC
June 29, 2020 - August 24, 2020
KEY INVESTMENT SERVICES LLC
May 26, 2018 - August 24, 2020
KEY INVESTMENT SERVICES LLC
Primary Firm SEC Registration
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CRD#: 281593 / SEC#: 801-119503
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2024)
Exams
Series 6TO
Date: 2/1/2024
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 5/22/2020
General Securities Representative ExaminationCurrent Firm
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CRD#: 281593 / SEC#: 801-119503
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 439 |
| AUM (Assets Under Management) | $ 158,051,622 |
Red Flags
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