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CR

Craig S. Robinette

P.J. ROBB VARIABLE
Etters, PA
Some features on this profile are disabled
CRD#: 4479226
CR

Professional summary


Craig S Robinette, who also goes by Craig Stephen Robinette, Craig S Robinette, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Etters, Pennsylvania.

Craig is registered as a RR (Registered Representative) and started their career in finance in 2002. Craig has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Craig Stephen Robinette | Craig S Robinette

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.
Non-variable insurance sales (fixed life, fixed annuities)

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Craig S Robinette'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

August 15, 2024 - Present

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
Etters, PA
Past

July 15, 2024 - August 6, 2024

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
COLUMBUS, OH
Past

April 24, 2024 - August 6, 2024

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
COLUMBUS, OH
Past

October 28, 2021 - June 12, 2023

NATIONWIDE SECURITIES, LLC

RIA
CRD#: 11173
Grandview Heights, OH
Past

October 28, 2021 - June 12, 2023

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
Grandview Heights, OH
Past

May 23, 2018 - October 20, 2021

EQUITY SERVICES, INC.

RIA
CRD#: 265
WESTERVILLE, OH
Past

May 23, 2018 - October 20, 2021

EQUITY SERVICES, INC.

BD
CRD#: 265
WESTERVILLE, OH
Past

December 24, 2014 - June 6, 2018

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
DUBLIN, OH
Past

October 28, 2014 - June 6, 2018

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DUBLIN, OH
Past

February 26, 2014 - October 1, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WORTHINGTON, OH
Past

January 4, 2007 - February 11, 2014

ROBINETTE WEALTH MANAGEMENT

RIA
CRD#: 142140
WESTERVILLE, OH
Past

June 29, 2005 - October 12, 2006

BEST ADVISORY SERVICES

RIA
CRD#: 119858
WESTERVILLE, OH
Past

March 20, 2003 - July 14, 2005

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

April 17, 2002 - March 20, 2003

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
WESTLAKE VILLAGE, CA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(8/15/2024)
RR
Ohio
(8/15/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/14/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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)


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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


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


P.J. ROBB VARIABLE, LLC

CRD#: 38339Etters, PA

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