RC
Robert T. Curry
BLONG FINANCIAL
Memphis, TN 38120
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CRD#: 5059670
RC
Professional summary
Robert Trent Curry, who also goes by R Trent Curry, is a registered financial advisor currently at BLONG FINANCIAL located in Memphis, Tennessee.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
R Trent Curry
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.
I am 100% owner of Greenway Holdings, LLC. Greenway Holdings is an investment holding company and does not have active operations other than owning it subsidiaries. Greenway Holdings owns 100% of Greenway Capital Management, LLC, Greenway HVAC & Refrigeration Services, LLC (Greenway HVAC), USC Distribution, LLC, and Forge Work Boots & Gear,LLC. Greenway HVAC owns several smaller HVAC and refrigeration service companies that repairs, maintains, and installs air conditioning and refrigeration equipment for commercial and residential customers. USC Distribution, LLC is a distributor of pipes, valves, fittings, seismic and other products to the industrial and commercial industries. Forge Work Boots & Gear, LLC is a retail boot supplier.
I serve as Manager of Greenway HVAC, USC Distribution, LLC, and Forge Work Boots & Gear, LLC . I do not have active management in these companies but serve as an absentee owner/investor that provides support to individual managements of these companies and strategic direction. I started managing these entities in February 2016. I spend between 10-20 hrs per week, on average, in this capacity, which are primarily during securities trading hours.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 12, 2022 - Present
BLONG FINANCIAL
Office #1: 5391 Normandy Rd, Memphis, TN 38120RIA
CRD#: 164746
Memphis, TN
Past
March 8, 2017 - May 2, 2024
GREENWAY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 286258
Memphis, TN
Past
March 12, 2012 - December 31, 2016
ALLUVION INVESTMENTS, LLC
RIA
CRD#: 159468
MEMPHIS, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BLONG FINANCIAL
BLONG FINANCIAL | BLONG FINANCIAL, LLC
CRD#: 164746 / SEC#: 801-123363
RIA
Registered Investment Advisory firm - (3/3/2022 Approved)Tennessee
Registered Investment Advisory firm - (4/1/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(6/6/2022)
IAR
Mississippi(4/20/2022)
IAR
Tennessee(4/12/2022)
IAR
Texas(7/11/2022)
Exams
Current Firm
BF
BLONG FINANCIAL
BLONG FINANCIAL | BLONG FINANCIAL, LLC
CRD#: 164746 / SEC#: 801-123363
RIA
Registered Investment Advisory firm - (3/3/2022 Approved)Tennessee
Registered Investment Advisory firm - (4/1/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5391 Normandy Rd, Memphis, TN 38120
Mailing Address
Phone number
(901) 681-9037
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 448 |
| AUM (Assets Under Management) | $ 179,637,955 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 02/06/2024 | ||
| 02/03/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLONG FINANCIAL
CRD#: 164746Memphis, TN 38120TRUST BUT VERIFY
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