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

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
KD

Kendra Downey

PINE DISTRIBUTORS
NEW YORK, NY 10019
Some features on this profile are disabled
CRD#: 7429236
KD
Kendra DowneyPINE DISTRIBUTORS

Professional summary

Kendra Downey is a registered financial professional currently at PINE DISTRIBUTORS LLC located in New York, New York.

Kendra is registered as a RR (Registered Representative) and started their career in finance in 2021. Kendra has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

None

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 Kendra Downey'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

July 2, 2026 - Present

PINE DISTRIBUTORS LLC

Office #1: 1633 Broadway Floor 48, New York, NY 10019
BD
CRD#: 323408
NEW YORK, NY
Past

September 11, 2024 - March 24, 2026

BLUE OWL SECURITIES

BD
CRD#: 283250
New York, NY
Past

September 24, 2021 - July 15, 2024

MARKETAXESS CORPORATION

BD
CRD#: 44542
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
(7/2/2026)
RR
Alaska
(7/2/2026)
RR
Arizona
(7/2/2026)
RR
Arkansas
(7/2/2026)
RR
California
(7/2/2026)
RR
Colorado
(7/2/2026)
RR
Connecticut
(7/2/2026)
RR
Delaware
(7/2/2026)
RR
District of Columbia
(7/2/2026)
RR
Florida
(7/2/2026)
RR
Georgia
(7/2/2026)
RR
Hawaii
(7/2/2026)
RR
Idaho
(7/2/2026)
RR
Illinois
(7/2/2026)
RR
Indiana
(7/2/2026)
RR
Iowa
(7/2/2026)
RR
Kansas
(7/2/2026)
RR
Kentucky
(7/2/2026)
RR
Louisiana
(7/2/2026)
RR
Maine
(7/2/2026)
RR
Maryland
(7/2/2026)
RR
Massachusetts
(7/2/2026)
RR
Michigan
(7/2/2026)
RR
Minnesota
(7/2/2026)
RR
Mississippi
(7/2/2026)
RR
Missouri
(7/2/2026)
RR
Montana
(7/2/2026)
RR
Nebraska
(7/2/2026)
RR
Nevada
(7/2/2026)
RR
New Hampshire
(7/2/2026)
RR
New Jersey
(7/2/2026)
RR
New Mexico
(7/2/2026)
RR
New York
(7/2/2026)
RR
North Carolina
(7/2/2026)
RR
North Dakota
(7/2/2026)
RR
Ohio
(7/2/2026)
RR
Oklahoma
(7/2/2026)
RR
Oregon
(7/2/2026)
RR
Pennsylvania
(7/2/2026)
RR
Puerto Rico
(7/2/2026)
RR
Rhode Island
(7/2/2026)
RR
South Carolina
(7/2/2026)
RR
South Dakota
(7/2/2026)
RR
Tennessee
(7/2/2026)
RR
Texas
(7/2/2026)
RR
Utah
(7/2/2026)
RR
Vermont
(7/2/2026)
RR
Virgin Islands
(7/2/2026)
RR
Virginia
(7/2/2026)
RR
Washington
(7/2/2026)
RR
West Virginia
(7/2/2026)
RR
Wisconsin
(7/2/2026)
RR
Wyoming
(7/2/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/15/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/10/2021
Securities Industry Essentials 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)
Loading...

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)

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#: 323408New York, NY 10019

TRUST BUT VERIFY

Monitor Kendra Downey

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

Similar Advisors

Elizabeth Katz Miller
Elizabeth MillerAdvisorCheck Check Mark
SUMMIT PLACE FINANCIAL ADVISORS, LLC
IAR
SUMMIT, NJ
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.