AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BW

Brett D. Wright

PINE DISTRIBUTORS LLC
OVERLAND PARK, KS 66211
Some features on this profile are disabled
CRD#: 2344832
BW

Professional summary

Brett David Wright, who also goes by Brett D Wright, is a registered financial professional currently at PINE DISTRIBUTORS LLC located in Overland Park, Kansas.

Brett is registered as a RR (Registered Representative) and started their career in finance in 1993. Brett has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brett D Wright

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) - BD

Click below to view Brett David Wright's CRS (Customer Relationship Summary).

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

Current

May 2, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211
BD
CRD#: 323408
OVERLAND PARK, KS
Past

April 18, 2023 - February 23, 2024

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Port Chester, NY
Past

May 28, 2021 - September 6, 2022

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

January 21, 2011 - February 13, 2023

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

August 5, 2008 - January 25, 2011

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
NEW YORK, NY
Past

August 5, 2008 - January 25, 2011

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
NEW YORK, NY
Past

May 6, 2008 - July 25, 2008

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

April 24, 2008 - July 25, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

August 3, 2006 - April 22, 2008

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

July 7, 2004 - June 30, 2005

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
LAS VEGAS, NV
Past

February 6, 2002 - July 8, 2004

FURMAN SELZ CAPITAL MANAGEMENT LLC

RIA
CRD#: 105721
LAS VEGAS, NV
Past

March 23, 2001 - May 19, 2005

ING INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 21644
NEW YORK, NY
Past

July 15, 1998 - January 22, 2001

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

November 3, 1997 - July 20, 1998

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

April 20, 1995 - September 26, 1997

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

June 8, 1993 - April 24, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/2/2025)
RR
Alaska
(5/2/2025)
RR
Arizona
(5/2/2025)
RR
Arkansas
(5/2/2025)
RR
California
(5/2/2025)
RR
Colorado
(5/2/2025)
RR
Connecticut
(5/2/2025)
RR
Delaware
(5/2/2025)
RR
District of Columbia
(5/2/2025)
RR
Florida
(5/2/2025)
RR
Georgia
(5/2/2025)
RR
Hawaii
(5/2/2025)
RR
Idaho
(5/2/2025)
RR
Illinois
(5/2/2025)
RR
Indiana
(5/2/2025)
RR
Iowa
(5/2/2025)
RR
Kansas
(5/2/2025)
RR
Kentucky
(5/2/2025)
RR
Louisiana
(5/2/2025)
RR
Maine
(5/2/2025)
RR
Maryland
(5/2/2025)
RR
Massachusetts
(5/2/2025)
RR
Michigan
(5/2/2025)
RR
Minnesota
(5/2/2025)
RR
Mississippi
(5/2/2025)
RR
Missouri
(5/2/2025)
RR
Montana
(5/2/2025)
RR
Nebraska
(5/2/2025)
RR
Nevada
(5/2/2025)
RR
New Hampshire
(5/2/2025)
RR
New Jersey
(5/2/2025)
RR
New Mexico
(5/2/2025)
RR
New York
(5/2/2025)
RR
North Carolina
(5/2/2025)
RR
North Dakota
(5/2/2025)
RR
Ohio
(5/5/2025)
RR
Oklahoma
(5/2/2025)
RR
Oregon
(5/2/2025)
RR
Pennsylvania
(5/2/2025)
RR
Rhode Island
(5/2/2025)
RR
South Carolina
(5/2/2025)
RR
South Dakota
(5/2/2025)
RR
Tennessee
(5/2/2025)
RR
Texas
(5/2/2025)
RR
Utah
(5/2/2025)
RR
Vermont
(5/2/2025)
RR
Virginia
(5/2/2025)
RR
Washington
(5/2/2025)
RR
West Virginia
(5/2/2025)
RR
Wisconsin
(5/2/2025)
RR
Wyoming
(5/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/16/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PD
PINE DISTRIBUTORS LLC
PINE DISTRIBUTORS LLC

CRD#: 323408 / SEC#: , 8-71004

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
501 S. Cherry Street Suite 610, Denver, CO 80246
Mailing Address
501 S. Cherry Street Suite 610, Denver, CO 80246
Phone number
(720) 651-8092
Established
Delaware since 08/30/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
PINE ADVISOR SOLUTIONS LLCMEMBER
FAIRBANKS, MARK ALANPRESIDENT1847318
LEVESQUE, DARYNCOO6482085
MOSCARITOLO, SUSAN KALLAICCO2618909
WAGSTAFF, CONNER FRED IIIFINOP1427591
WOODCOCK, ALEXANDER JAMESPFO6454017

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

PINE DISTRIBUTORS LLC

CRD#: 323408Overland Park, KS 66211

TRUST BUT VERIFY

Monitor Brett Wright

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

TN
Teddy NgangaAdvisorCheck Check Mark
VANGUARD MARKETING CORPORATION
RR
Scottsdale, AZ
Victoria Miller Ricker
Victoria RickerAdvisorCheck Check Mark
DAYMARK WEALTH PARTNERS, LLC
IAR
FORT LAUDERDALE, FL
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics