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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AC

Ashleigh B. Colvett

P.J. ROBB VARIABLE
Harrisburg, PA 17110
Some features on this profile are disabled
CRD#: 7145380
AC

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 Harrisburg, Pennsylvania.

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

Are you a "fiduciary"?
No

Aliases

Ashleigh Brooke Caldiraro | Ashleigh Colvett | Ashleigh Brooke Hunter | Ashleigh Brooke Williams

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 Ashleigh Brooke Colvett'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

March 10, 2023 - Present

P.J. ROBB VARIABLE, LLC

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

February 16, 2021 - December 19, 2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

June 28, 2019 - February 16, 2021

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
BRENTWOOD, TN

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
California
(7/17/2023)
RR
Delaware
(3/31/2023)
RR
Florida
(3/22/2023)
RR
Illinois
(11/18/2024)
RR
Indiana
(9/28/2023)
RR
Massachusetts
(3/10/2023)
RR
Minnesota
(12/11/2024)
RR
New Hampshire
(11/8/2023)
RR
New Jersey
(3/10/2023)
RR
New York
(3/10/2023)
RR
North Carolina
(12/18/2023)
RR
Pennsylvania
(3/10/2023)
RR
Tennessee
(3/10/2023)
RR
Texas
(11/14/2024)
RR
Washington
(11/8/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 7/12/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/28/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/19/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/10/2025
Investment Company Products/Variable Contracts Principal 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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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

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

TRUST BUT VERIFY

Monitor Ashleigh Colvett

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

Similar Advisors

AC
Anita CepedaAdvisorCheck Check Mark
FIDELITY BROKERAGE SERVICES LLC
RR
Smithfield, RI
Austin Thomas Shortreed
Austin ShortreedAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Cortland, OH
KH
Kimberly HowardAdvisorCheck Check Mark
KJH FINANCIAL SERVICES
IAR
Needham, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.