AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CC

Coye B. Cordle

P.J. ROBB VARIABLE
Memphis, TN 38119
Some features on this profile are disabled
CRD#: 4544954
CC

Professional summary


Coye Baxter Cordle III, who also goes by Coye Cordle III, Trey Cordle, Coye B. Cordle III, Coye B Cordle, Coye Baxter Cordle Iii, Coye Baxter Cordle, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Memphis, Tennessee.

Coye is registered as a RR (Registered Representative) and started their career in finance in 2002. Coye has worked at 11 firms and has passed the Series 66, Series 7TO, SIE, Series 57TO, Series 99TO, Series 52TO, Series 55, Series 3, Series 7, Series 4, Series 27, Series 24, Series 53, Series 10, Series 9 and Series 14 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Coye Cordle Iii | Trey Cordle | Coye B. Cordle Iii | Coye B Cordle | Coye Baxter Cordle Iii | Coye Baxter Cordle

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.
CCO for P. J. Robb Variable, LLC and affiliate Precept Advisory Group LLC

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Coye Baxter Cordle III'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

October 19, 2023 - Present

P.J. ROBB VARIABLE, LLC

Office #1: 6075 Poplar Ave Suite 400, Memphis, TN 38119
BD
CRD#: 38339
Memphis, TN
Past

November 30, 2023 - November 14, 2024

PRECEPT ADVISORY GROUP LLC

RIA
CRD#: 152776
IRVINE, CA
Past

August 20, 2021 - October 18, 2023

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

November 6, 2020 - October 18, 2023

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ASHLAND, VA
Past

August 28, 2020 - October 18, 2023

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ASHLAND, VA
Past

August 8, 2013 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
RICHMOND, VA
Past

July 29, 2013 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
RICHMOND, VA
Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

December 19, 2007 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

July 26, 2006 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA
CRD#: 6255
RICHMOND, VA
Past

July 26, 2006 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RICHMOND, VA
Past

April 4, 2005 - July 24, 2006

ANDERSON & STRUDWICK, INCORPORATED

RIA
CRD#: 48
RICHMOND, VA
Past

November 29, 2004 - April 4, 2005

A&S CAPITAL ADVISORS, INC.

RIA
CRD#: 108827
RICHMOND, VA
Past

November 29, 2004 - July 24, 2006

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
RICHMOND, VA
Past

May 10, 2004 - November 29, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GLEN ALLEN, VA
Past

April 23, 2004 - November 29, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 20, 2002 - May 10, 2004

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
RICHMOND, VA
Past

October 1, 2002 - May 10, 2004

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

September 17, 2002 - September 26, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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
Virginia
(10/19/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/19/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 4/15/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/2023
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 12/15/2008
Compliance Officer Examination
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 38339Memphis, TN 38119

TRUST BUT VERIFY

Monitor Coye Cordle

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stacey Stephenson Hyde
Stacey HydeAdvisorCheck Check Mark
ENVISION FINANCIAL PLANNING, LLC
IAR
Memphis, TN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics