Chad M. Ourso
Professional summary
Chad M Ourso, who also goes by Chad Michael Ourso, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in St. Petersburg, Florida.
Chad is registered as a RR (Registered Representative) and started their career in finance in 2002. Chad has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Chad M Ourso's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2025 - Present
P.J. ROBB VARIABLE, LLC
June 28, 2021 - November 22, 2022
THE LEADERS GROUP, INC.
August 10, 2018 - March 24, 2020
INVESTACORP, INC.
April 3, 2018 - July 12, 2018
PFS INVESTMENTS INC.
September 11, 2014 - September 10, 2015
HORNOR, TOWNSEND & KENT, LLC
May 17, 2004 - December 7, 2004
NATIONWIDE SECURITIES, LLC
March 20, 2003 - March 2, 2004
SIGNATOR INVESTORS, INC.
March 18, 2002 - January 31, 2003
EQUITY SERVICES, INC.
March 18, 2002 - January 31, 2003
EQUITY SERVICES, 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
(1/23/2025)
(10/8/2025)
Exams
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 / 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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