Ryan H. Clodfelter
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ryan Holden Clodfelter was a registered financial professional .
Ryan is a previously registered financial professional and started their career in finance in 1998. Ryan had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2012 - July 15, 2026
P.J. ROBB VARIABLE, LLC
January 17, 2012 - October 3, 2012
KESTRA INVESTMENT SERVICES, LLC
January 17, 2012 - October 3, 2012
KESTRA INVESTMENT SERVICES, LLC
April 10, 2007 - December 31, 2011
TRUIST INVESTMENT SERVICES, INC.
October 3, 2006 - December 31, 2011
TRUIST INVESTMENT SERVICES, INC.
October 1, 2003 - September 15, 2006
MML INVESTORS SERVICES, LLC
September 18, 1998 - September 24, 2003
PRINCIPAL SECURITIES, INC.
May 14, 1998 - September 17, 1998
OSAIC FS, 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
Exams
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 |
Red Flags
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