Ashleigh B. Colvett
Professional summary
Ashleigh Brooke Colvett, who also goes by Ashleigh Brooke Caldiraro, Ashleigh Colvett, Ashleigh Brooke Hunter, Ashleigh Brooke Williams, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Culleoka, Tennessee.
Ashleigh is registered as a RR (Registered Representative) and started their career in finance in 2019. Ashleigh has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ashleigh Brooke Colvett's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2023 - Present
P.J. ROBB VARIABLE, LLC
February 16, 2021 - December 19, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
June 28, 2019 - February 16, 2021
COREBRIDGE CAPITAL 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
(7/17/2023)
(3/31/2023)
(3/22/2023)
(11/18/2024)
(9/28/2023)
(3/10/2023)
(12/11/2024)
(11/8/2023)
(3/10/2023)
(3/10/2023)
(12/18/2023)
(3/10/2023)
(3/10/2023)
(11/14/2024)
(11/8/2023)
Exams
Series 6TO
Date: 6/28/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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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