Thomas Mckay
Professional summary
Thomas Mckay, who also goes by Thomas Michael Mckay, Thomas M Mckay, Tom Mckay, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.
Thomas is registered as a RR (Registered Representative) and started their career in finance in 1989. Thomas has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Thomas Mckay's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2024 - Present
P.J. ROBB VARIABLE, LLC
Office #1: 4135 North Front Street, Harrisburg, PA 17110June 12, 2023 - November 22, 2023
AVANTAX INVESTMENT SERVICES, INC.
December 15, 2020 - January 9, 2023
MML INVESTORS SERVICES, LLC
May 16, 2011 - October 1, 2020
HORNOR, TOWNSEND & KENT, LLC
April 1, 2004 - May 13, 2011
ENSEMBLE FINANCIAL SERVICES, INC.
January 16, 2002 - October 3, 2002
WALL STREET FINANCIAL GROUP, INC.
November 16, 1998 - January 3, 2000
SECURITIES AMERICA, INC.
September 6, 1994 - September 3, 1998
GUARDIAN INVESTOR SERVICES LLC
September 21, 1990 - June 26, 1992
ROBERT W. BAIRD & CO. INCORPORATED
August 31, 1990 - September 22, 1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 21, 1989 - June 25, 1990
CINCINNATI ANALYSTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/23/2024)
Exams
What does exam status mean?
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 /MANAGER | 2232934 |
| MARSHALL, DARRYL KEVIN | SECRETARY, VICE PRESIDENT/MANAGER | 2508479 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / MANAGER | 4668892 |
| SANTELL, CHRISTY CAROL | ASSISTANT PRINCIPAL OPERATIONS OFFICER | 6272704 |
Red Flags
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Company Information
P.J. ROBB VARIABLE, LLC
CRD#: 38339Harrisburg, PA 17110TRUST BUT VERIFY
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