Philip R. Lukins
Professional summary
Philip Richard Lukins is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Fort Myers, Florida.
Philip is registered as a RR (Registered Representative) and started their career in finance in 1984. Philip has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip Richard Lukins's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 11, 2012 - Present
P.J. ROBB VARIABLE, LLC
August 24, 2010 - April 23, 2012
HIMCO DISTRIBUTION SERVICES COMPANY
May 17, 2010 - August 17, 2010
NYLIFE SECURITIES LLC
January 21, 2003 - May 7, 2010
PRINCIPAL SECURITIES, INC.
March 12, 1997 - May 7, 2010
PRINCIPAL SECURITIES, INC.
January 19, 1995 - March 11, 1997
MML INVESTORS SERVICES, LLC
August 29, 1991 - December 31, 1994
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
March 25, 1988 - August 16, 1991
GREEN HILL FINANCIAL SERVICE CORPORATION
May 4, 1987 - March 25, 1988
WS GRIFFITH SECURITIES, INC.
January 13, 1986 - May 27, 1987
CARILLON INVESTMENTS, INC.
July 23, 1984 - February 27, 1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
July 23, 1984 - February 28, 1986
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/21/2021)
(9/11/2012)
(9/11/2012)
(6/19/2018)
(7/19/2012)
(9/11/2012)
(10/2/2018)
(6/4/2021)
(6/19/2018)
(8/30/2018)
(5/27/2020)
(9/11/2012)
(9/11/2012)
(4/5/2013)
(4/5/2013)
(4/5/2013)
(4/5/2013)
(1/30/2019)
(3/6/2017)
(6/19/2018)
(4/2/2020)
(4/5/2013)
(4/5/2013)
(9/11/2012)
(4/5/2013)
(4/5/2013)
(6/4/2021)
(5/31/2017)
(9/11/2012)
(3/6/2017)
(6/19/2018)
(4/5/2013)
(3/7/2017)
(6/19/2018)
(6/11/2012)
(6/4/2021)
(6/19/2018)
(4/5/2013)
(3/6/2017)
(3/6/2017)
(6/30/2017)
(6/11/2012)
(4/5/2013)
(9/11/2012)
Exams
FINRA
Current Firm
P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
Red Flags
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