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Robert Rowland Blount
ROWE BLOUNT
CRD#: 7455584
IA
Investment Adviser
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Previous Broker
PIVOT INVESTMENT PLANNING, LLCCRD#: 328568 8610 BROADWAY
SUITE 251
SAN ANTONIO, TX 78217
Registration History
2021202220232024202520262 FIRMS2021 - 2022 (<1 year)2 FIRMS2022 - 2023 (<1 year)2 FIRMS2023 - 2024 (1 year)IAPIVOT INVESTMENT PLANNING, LLC (CRD# 328568)2024 - Present (<1 year)
License(s)

State Registrations

IA
Texas 6/20/2024

Current Registration(s)
IA
PIVOT INVESTMENT PLANNING, LLC (CRD#:328568)
8610 BROADWAY SUITE 251, SAN ANTONIO, TX 78217
Registered with this firm since 6/20/2024

Previous Registration(s)
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IA
01/09/2023 - 01/02/2024 VALMARK ADVISERS, INC. (CRD#:108050) Dallas, TX
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01/09/2023 - 01/02/2024 VALMARK SECURITIES, INC. (CRD#:31243) Dallas, TX
IA
09/20/2022 - 01/09/2023 LION STREET ADVISORS, LLC (CRD#:167610) Dallas, TX
B
09/20/2022 - 01/09/2023 LION STREET FINANCIAL, LLC (CRD#:165828) DALLAS, TX
IA
12/09/2021 - 08/10/2022 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) SAN ANTONIO, TX
B
10/20/2021 - 08/10/2022 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) SAN ANTONIO, TX
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.