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EL

Eva J. Lipner

PINE DISTRIBUTORS LLC
OVERLAND PARK, KS 66211
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CRD#: 4658312
EL

Professional summary


Eva Jenny Lipner, who also goes by Eva Jenny Weisfuse Lipner, Eva Jenny Sokol, is a registered financial professional currently at PINE DISTRIBUTORS LLC located in Overland Park, Kansas.

Eva is registered as a RR (Registered Representative) and started their career in finance in 2003. Eva has worked at 6 firms and has passed the SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eva Jenny Weisfuse Lipner | Eva Jenny Sokol

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 Eva Jenny Lipner'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 4, 2025 - Present

PINE DISTRIBUTORS LLC

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

June 2, 2017 - December 31, 2023

TORTOISEECOFIN SECURITIES, LLC

BD
CRD#: 285411
OVERLAND PARK, KS
Past

January 5, 2017 - June 2, 2017

MSEC, LLC

BD
CRD#: 154327
LEAWOOD, KS
Past

October 18, 2006 - January 16, 2015

SCHRODER FUND ADVISORS LLC

BD
CRD#: 24129
NEW YORK, NY
Past

December 1, 2005 - July 5, 2006

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
STAMFORD, CT
Past

June 16, 2003 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/26/2013
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)
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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.

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Company Information


PINE DISTRIBUTORS LLC

CRD#: 323408Overland Park, KS 66211

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