Evan M. Soldinger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Evan Michael Soldinger, who also goes by Evan M Soldinger, Evan Michael Soldinger, was a registered financial professional .
Evan is a previously registered financial professional and started their career in finance in 1987. Evan had worked at 9 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 15, 2022 - April 29, 2022
P.J. ROBB VARIABLE, LLC
January 16, 2014 - April 9, 2014
LABRUM WEALTH MANAGEMENT, LLC
July 19, 2011 - January 10, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 16, 2011 - January 10, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 7, 2008 - December 23, 2008
KESTRA INVESTMENT SERVICES, LLC
August 7, 1995 - December 31, 1996
1717 CAPITAL MANAGEMENT COMPANY
April 10, 1992 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
April 10, 1992 - June 29, 1994
PRUCO SECURITIES, LLC.
August 21, 1991 - March 30, 1992
GREEN HILL FINANCIAL SERVICE CORPORATION
October 29, 1990 - July 18, 1991
CITICORP FINANCIAL SERVICES,INC.
December 14, 1987 - October 3, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 3/14/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent 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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