Richard V. Grant
Professional summary
Richard Virgil Grant, who also goes by Richard V Grant, Richard Grant, Rick Grant, Richard VIrgil Grant, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.
Richard is registered as a RR (Registered Representative) and started their career in finance in 1997. Richard has worked at 9 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Richard Virgil Grant's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2025 - Present
P.J. ROBB VARIABLE, LLC
Office #1: 4135 North Front Street, Harrisburg, PA 17110November 12, 2021 - June 2, 2025
ALLIANZ LIFE FINANCIAL SERVICES, LLC
October 21, 2020 - October 20, 2021
PACIFIC SELECT DISTRIBUTORS, LLC
July 6, 2020 - October 16, 2020
MERCER ALLIED COMPANY, L.P.
July 1, 2020 - October 15, 2020
GOLDMAN SACHS & CO. LLC
June 19, 2018 - July 1, 2020
CETERA WEALTH SERVICES, LLC
October 11, 2013 - August 1, 2017
SAYBRUS EQUITY SERVICES, LLC
May 7, 2009 - October 18, 2013
ALLSTATE FINANCIAL SERVICES, LLC
October 17, 1997 - March 11, 2009
PFS INVESTMENTS 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
(5/20/2025)
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Exams
Series 7TO
Date: 1/19/2022
General Securities 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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Company Information
P.J. ROBB VARIABLE, LLC
CRD#: 38339Harrisburg, PA 17110TRUST BUT VERIFY
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