Patrick T. Massey
Professional summary
Patrick T Massey, who also goes by Patrick T Massey, Patrick Tanabe Massey, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Holladay, Utah.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2011. Patrick has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick T Massey's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 14, 2025 - Present
P.J. ROBB VARIABLE, LLC
Office #1: 6510 South Millrock Drive Suite 435, Holladay, UT 84121August 29, 2022 - May 6, 2025
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
July 5, 2016 - July 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 1, 2016 - July 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 28, 2014 - April 7, 2016
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
July 16, 2014 - April 7, 2016
MORGAN STANLEY DISTRIBUTION, INC.
February 10, 2014 - June 20, 2014
ALLSPRING FUNDS MANAGEMENT, LLC
February 28, 2013 - June 20, 2014
ALLSPRING FUNDS DISTRIBUTOR, LLC
November 7, 2011 - February 26, 2013
WELLS FARGO CLEARING SERVICES, 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
(5/14/2025)
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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