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CV

Carmen B. Van Roon Pence

PINE DISTRIBUTORS LLC
CHICAGO, IL 60602
Some features on this profile are disabled
CRD#: 2626016
CV

Professional summary


Carmen Birgitte Van Roon Pence, who also goes by Carmen Van Roon, Carmen Birgitte Vanroon, Carmen Birgitte Vanroon Pence, is a registered financial professional currently at PINE DISTRIBUTORS LLC located in Chicago, Illinois.

Carmen is registered as a RR (Registered Representative) and started their career in finance in 1995. Carmen has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carmen Van Roon | Carmen Birgitte Vanroon | Carmen Birgitte Vanroon Pence

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 Carmen Birgitte Van Roon Pence'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

March 4, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 24 E Washington St Ste 875, Chicago, IL 60602
BD
CRD#: 323408
CHICAGO, IL
Past

June 17, 2021 - February 28, 2025

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Chicago, IL
Past

October 18, 1996 - April 16, 2021

GAM SERVICES, INC.

BD
CRD#: 25631
NEW YORK, NY
Past

August 9, 1995 - May 7, 1996

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
California
(3/4/2025)
RR
Florida
(3/4/2025)
RR
Illinois
(3/4/2025)
RR
New Jersey
(3/4/2025)
RR
New York
(3/4/2025)
RR
Texas
(3/4/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/6/1995
Uniform Securities Agent State Law Examination
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#: 323408Chicago, IL 60602

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