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BB

Brian I. Barrach

P.J. ROBB VARIABLE
Jasper, GA
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CRD#: 1977169
BB

Professional summary


Brian Irving Barrach is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Jasper, Georgia.

Brian is registered as a RR (Registered Representative) and started their career in finance in 1989. Brian has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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 Brian Irving Barrach's CRS (Customer Relationship Summary).
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 8, 2025 - Present

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
Jasper, GA
Past

January 8, 2014 - November 12, 2024

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
MEMPHIS, TN
Past

January 3, 2013 - December 16, 2013

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 15, 2011 - January 3, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

March 15, 2004 - March 7, 2011

FIRST HORIZON ADVISORS, INC.

RIA
CRD#: 17117
MEMPHIS, TN
Past

April 30, 2001 - March 7, 2011

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN
Past

October 5, 1995 - September 11, 1996

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

October 31, 1991 - November 21, 1995

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

September 6, 1989 - January 30, 1990

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646
CINCINNATI, OH

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
Tennessee
(1/8/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/14/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PR
P.J. ROBB VARIABLE, LLC
P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: , 8-48197

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Mailing Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Phone number
(901) 722-5433
Established
Tennessee since 02/21/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRUMP LIFE INSURANCE SERVICES, LLCOWNER
COLLINS, HEATHER MARIEASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER5851459
CORDLE, COYE BAXTER IIICHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER4544954
HARRISON, BRUCE ANDREWPRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR2232934
MERCHANT, JEFFREY SCHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR4668892
SCHUYLER, JOHN EDWINSECRETARY AND DIRECTOR1056044
STAHLNECKER, ERIN ELIZABETHALTERNATE PRINCIPAL OPERATIONS OFFICER6606934

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


P.J. ROBB VARIABLE, LLC

CRD#: 38339Jasper, GA

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