Daniel K. Rodney
Professional summary
Daniel Kelly Rodney, who also goes by Daniel Rodney, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 12 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Kelly Rodney's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2024 - Present
P.J. ROBB VARIABLE, LLC
Office #1: 4135 North Front Street, Harrisburg, PA 17110March 6, 2017 - May 29, 2024
BLUEROCK CAPITAL MARKETS LLC
September 15, 2015 - March 8, 2017
STIRA CAPITAL MARKETS GROUP, LLC
October 14, 2013 - May 20, 2015
WELLS FARGO CLEARING SERVICES, LLC
October 14, 2013 - May 20, 2015
WELLS FARGO CLEARING SERVICES, LLC
April 30, 2012 - October 15, 2013
EDWARD JONES
April 16, 2012 - October 15, 2013
EDWARD JONES
June 23, 2011 - November 23, 2011
GRUBB & ELLIS CAPITAL CORPORATION
October 28, 2010 - June 16, 2011
KBS CAPITAL MARKETS GROUP LLC
October 10, 2006 - August 4, 2008
CAPITAL BROKERAGE CORPORATION
March 11, 2005 - April 10, 2006
GLOBAL ATLANTIC DISTRIBUTORS, LLC
December 11, 2004 - March 16, 2005
METLIFE INVESTORS DISTRIBUTION COMPANY
April 19, 2002 - December 11, 2004
METLIFE INVESTORS DISTRIBUTION COMPANY
September 5, 2000 - April 22, 2002
PACIFIC SELECT DISTRIBUTORS, 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
(7/12/2024)
Exams
What does exam status mean?
Series 6TO
Passed: 7/12/2024
Investment Company Products/Variable Contracts Representative ExaminationSeries 6
Passed: 9/2/2000
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 /MANAGER | 2232934 |
| MARSHALL, DARRYL KEVIN | SECRETARY, VICE PRESIDENT/MANAGER | 2508479 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / MANAGER | 4668892 |
| SANTELL, CHRISTY CAROL | ASSISTANT PRINCIPAL OPERATIONS OFFICER | 6272704 |
Red Flags
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Company Information
P.J. ROBB VARIABLE, LLC
CRD#: 38339Harrisburg, PA 17110TRUST BUT VERIFY
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