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Trey L. Reynolds

P.J. ROBB VARIABLE
Harrisburg, PA 17110
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CRD#: 2641359
TR

Professional summary


Trey L Reynolds, who also goes by Trey Leonard Reynolds, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.

Trey is registered as a RR (Registered Representative) and started their career in finance in 1995. Trey has worked at 8 firms and has passed the Series 63, Series 6TO, SIE, Series 6, Series 26 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Trey Leonard Reynolds

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 Trey L Reynolds'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

April 7, 2025 - Present

P.J. ROBB VARIABLE, LLC

Office #1: 4135 North Front Street, Harrisburg, PA 17110
BD
CRD#: 38339
Harrisburg, PA
Past

February 6, 2017 - May 14, 2020

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

August 29, 2012 - February 7, 2017

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

June 4, 2010 - August 21, 2012

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SALT LAKE CITY, UT
Past

December 18, 2007 - November 13, 2008

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
SALT LAKE CITY, UT
Past

August 17, 2001 - October 11, 2006

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

January 24, 2001 - December 31, 2007

UNDERWRITERS EQUITY CORPORATION

BD
CRD#: 36537
SALT LAKE CITY, UT
Past

July 14, 1999 - January 6, 2001

ASCENSUS SECURITIES CORP.

BD
CRD#: 23367
MADISON, WI
Past

October 24, 1996 - January 3, 2000

MONUMENT CIRCLE SECURITIES

BD
CRD#: 41337
SALT LAKE CITY, UT
Past

September 18, 1995 - August 29, 2001

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/14/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/4/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


P.J. ROBB VARIABLE, LLC

CRD#: 38339Harrisburg, PA 17110

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