PINE DISTRIBUTORS LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
88
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 listed as an SEC-registered adviser with an initial registration year of 2023. Public records classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. The available snapshot signals a very limited public footprint: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser per the snapshot flags, and is not documented as a pension consultant or related adviser. The firm has not provided descriptions of its business activities, advisory services, client base, or fee schedules in the source data. There is likewise no disclosure of affiliations or operational details, so its investment philosophy, target clients, and service model are not apparent from the records reviewed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • JAMES MALONE

    Chief Financial OfficerCRD 4473229

  • DARYN LEVESQUE

    Chief Operations Officer & DirectorCRD 6482085

  • KARL ENGELMANN

    Chief Compliance Officer / COOCRD 2524438

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Contacts

3 of 80
  • EDWARD CALLAWAY

    CRD 5004666

  • WILLIAM CUTHBERT

    Registered RepresentativeCRD 6850656

  • ROBERT HOLMES

    Associate DirectorCRD 4263351

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Wealth teams

FINTRX

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