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SH

Scott A. Hoke

P.J. ROBB VARIABLE
Fort Myers, FL
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CRD#: 1988090
SH

Professional summary


Scott Allen Hoke, who also goes by Scott Allen Hoke, Scott Hoke, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Fort Myers, Florida.

Scott is registered as a RR (Registered Representative) and started their career in finance in 1989. Scott has worked at 15 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Allen Hoke | Scott Hoke

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 Scott Allen Hoke'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

May 27, 2025 - Present

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
Fort Myers, FL
Past

June 7, 2023 - May 9, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
McKinney, TX
Past

June 7, 2023 - May 9, 2025

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
McKinney, TX
Past

February 15, 2022 - December 5, 2022

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
HARTFORD, CT
Past

January 14, 2013 - July 2, 2020

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

October 25, 2012 - January 28, 2013

GIRARD SECURITIES, INC.

BD
CRD#: 18697
IRVING, TX
Past

June 22, 2007 - February 21, 2012

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

April 2, 2007 - June 13, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
DALLAS, TX
Past

November 8, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
DALLAS, TX
Past

July 15, 1998 - July 24, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
DALLAS, TX
Past

July 14, 1998 - July 24, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 2, 1998 - June 16, 1998

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

March 27, 1996 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX
Past

July 13, 1990 - August 31, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

July 13, 1990 - August 31, 1995

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 25, 1989 - February 6, 1990

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC

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
Texas
(5/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/1/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 38339Fort Myers, FL

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