Pine Distributors LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
92
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
323408
Registered since
October 3, 2023

Firm profile

FINTRX

Overview

Pine Distributors LLC is organized as a limited liability company and is registered with the SEC as of 2023. The firm is classified as a fund distributor rather than an investment manager or capital allocator, and its ownership is described as a mix of a domestic entity and an individual. Publicly provided fields for advisory activities, fee arrangements, and client types are blank. Regulatory metadata indicates the firm does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Taken together, the available information points to a business model focused on distribution of fund products rather than portfolio management or direct investment advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 10
  • Don Mcardle

    Chief Compliance OfficerCRD 2638974

  • James Malone

    James Malone

    Chief Financial OfficerCRD 4473229

  • Daryn Levesque

    Daryn Levesque

    Chief Operations Officer & DirectorCRD 6482085

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Contacts

3 of 82
  • Edward Callaway

    CRD 5004666

  • William Cuthbert

    William Cuthbert

    Registered RepresentativeCRD 6850656

  • Robert Holmes

    Robert Holmes

    Associate DirectorCRD 4263351

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
501 S Cherry St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth