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WB

Webster Bryant

P.J. ROBB VARIABLE
Harrisburg, PA 17110
Some features on this profile are disabled
CRD#: 6785691
WB

Professional summary

Webster Bryant, who also goes by Webster Tremaine Bryant, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.

Webster is registered as a RR (Registered Representative) and started their career in finance in 2018. Webster has worked at 2 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Webster Tremaine Bryant

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 Webster Bryant'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

January 4, 2022 - Present

P.J. ROBB VARIABLE, LLC

Office #1: 4135 North Front Street, Harrisburg, PA 17110
BD
CRD#: 38339
Harrisburg, PA
Past

October 12, 2021 - December 2, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 23, 2018 - September 29, 2021

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
Charlotte, NC

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/23/2018
Investment Company Products/Variable Contracts Representative 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)
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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)

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#: 38339Harrisburg, PA 17110

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