York S. Larese
Professional summary
York Scott Larese is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in St. Petersburg, Florida.
York is registered as a RR (Registered Representative) and started their career in finance in 2005. York has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view York Scott Larese's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2024 - Present
P.J. ROBB VARIABLE, LLC
November 22, 2016 - August 23, 2024
THE LEADERS GROUP, INC.
December 5, 2006 - March 26, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 5, 2006 - March 26, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 7, 2005 - November 3, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
July 13, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
July 13, 2005 - November 3, 2006
AMERIPRISE FINANCIAL SERVICES, 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
(10/15/2024)
(1/9/2025)
(10/15/2024)
(8/22/2024)
(10/15/2024)
(8/22/2024)
(10/16/2024)
(8/22/2024)
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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