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KE

Karl R. Engelmann

PINE DISTRIBUTORS LLC
Denver, CO 80246
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CRD#: 2524438
KE

Professional summary


Karl R S Engelmann, who also goes by Karl Russell Scott Engelmann, is a registered financial professional currently at PINE DISTRIBUTORS LLC located in Denver, Colorado.

Karl is registered as a RR (Registered Representative) and started their career in finance in 1995. Karl has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karl Russell Scott Engelmann

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 Karl R S Engelmann'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

January 24, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 501 S. Cherry Street Suite 610, Denver, CO 80246
BD
CRD#: 323408
Denver, CO
Past

March 22, 2022 - February 2, 2023

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

November 12, 2020 - January 3, 2022

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

July 22, 2004 - October 1, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
DENVER, CO
Past

October 11, 2002 - October 1, 2019

CAMBIAR INVESTORS, LLC

RIA
CRD#: 115093
DENVER, CO
Past

June 14, 2002 - June 24, 2004

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

September 26, 2000 - May 30, 2002

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA
Past

October 27, 1998 - August 14, 2000

FUND MANAGEMENT COMPANY

BD
CRD#: 25585
HOUSTON, TX
Past

October 6, 1998 - November 9, 1998

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

August 24, 1995 - September 10, 1998

CROSSMARK DISTRIBUTORS, INC.

BD
CRD#: 14970
HOUSTON, TX

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
Colorado
(1/24/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/9/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)
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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#: 323408Denver, CO 80246

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