David Dokter

P.J. ROBB VARIABLE

Cornelius, NC

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CRD#: 6664513

Professional summary

David Dokter, who also goes by David Michael Dokter, David M Dokter, David Dokter, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Cornelius, North Carolina.

David is registered as a RR (Registered Representative) and started their career in finance in 2016. David has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Michael Dokter | David M Dokter | David Dokter

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Dokter'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

November 16, 2021 - Present

P.J. ROBB VARIABLE, LLC

CRD#: 38339

Cornelius, NC

Past

February 12, 2021 - November 2, 2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

August 30, 2016 - February 4, 2021

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

BRENTWOOD, TN

State Registrations and Notice Filings

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

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

Alabama
(11/16/2021)

Florida
(7/25/2025)

Georgia
(7/17/2025)

Louisiana
(12/6/2023)

North Carolina
(11/16/2021)

South Carolina
(11/16/2021)

Virginia
(9/20/2024)

Exams

State Security Law Exam

Series 63

Date: 10/16/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/30/2016

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: , 8-48197

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)

Documents

Customer Relationship Summary (CRS / FINRA)

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

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David Dokter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Dokter's CRS (Customer Relationship Summary).

Certified licenses

Experience

P.J. ROBB VARIABLE, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

COREBRIDGE CAPITAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/16/2016

SIE

Date: 10/1/2018

Series 6

Date: 8/30/2016

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

P.J. ROBB VARIABLE, LLC

TRUST BUT VERIFY

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