Carolyn J. Brewer
Professional summary
Carolyn Jean Brewer, CFP®, who also goes by Carolyn J Brewer, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in St. Petersburg, Florida.
Carolyn is registered as a RR (Registered Representative) and started their career in finance in 1996. Carolyn has worked at 10 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Carolyn Jean Brewer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2021 - Present
P.J. ROBB VARIABLE, LLC
July 1, 2019 - October 9, 2020
SYNOVUS SECURITIES, INC.
June 26, 2019 - October 9, 2020
SYNOVUS SECURITIES, INC.
August 31, 2016 - June 13, 2019
TRUIST ADVISORY SERVICES, INC.
May 12, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
April 7, 2016 - June 13, 2019
TRUIST INVESTMENT SERVICES, INC.
April 2, 2014 - May 13, 2015
OSAIC INSTITUTIONS, INC.
December 11, 2013 - May 13, 2015
OSAIC INSTITUTIONS, INC.
November 14, 2008 - April 6, 2010
PIEDMONT INVESTMENT ADVISORS, LLC
June 15, 2002 - July 1, 2004
WELLS FARGO CLEARING SERVICES, LLC
June 26, 2001 - June 15, 2002
WACHOVIA SECURITIES, INC.
April 24, 1998 - July 1, 1999
LPL FINANCIAL LLC
October 11, 1996 - May 4, 1998
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/31/2021)
(4/17/2025)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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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