RB
Robert R. Blount
PIVOT INVESTMENT PLANNING
San Antonio, TX 78217
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CRD#: 7455584
RB
Professional summary
Robert Rowland Blount, who also goes by Rowe Blount, is a registered financial advisor currently at PIVOT INVESTMENT PLANNING, LLC located in San Antonio, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rowe Blount
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.
1) LAKE LIVINGSTON TELEPHONE COMPANY; POSITION: Employee NATURE: Since 1974, LLTC has been serving the telecommunication needs of the Memorial Point and Blanchard Area. We provide a wide array of custom calling features along with a local Internet Access and Cable Television. Please contact us for all of your Telecommunications, Television or Internet needs. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ; ADDRESS: 229 Stevens Ln, Livingston TX 77351, United States ; DESCRIPTION: Vice President - Elevated from Board of Directors to aid and assist on company-wide changes influenced by changes in state and federal regulations. ; Assisted in the digitization, organization, and migration of all accounting records to a new platform in 2019.Coordinates Accounts Payable and Employee Benefits Programs with Accounting and Human Resources , respectively, on a regular basis./// 2) The Order of the Alamo; P.O. Box 17805, San Antonio, TX 78217; Treasurer; Primary Responsibilities: Dues, Collecting all income for the organization, Keeping track of paid/unpaid members, Budgeting, approving and paying all expenses, Ticket Sales - Coordinating sales of Coronation tickets, Preparing finances for end-of-year audit; NOT Investment Related ; Start Date 07/01/2023; Approximately 11-20 hrs. per week; There is no compensation related to this position. 3) I am Vice President of Lake Livingston Telephone Company where I earn a salary. I am an investor of working interest in oil and gas wells through North American Reserve Corp. I am a member of the Board of Directors for The Order of The Alamo, and I do not receive any compensation for my role within the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Rowland Blount's 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®
NoneExperience
Current
June 20, 2024 - Present
PIVOT INVESTMENT PLANNING, LLC
Office #1: 8610 Broadway Suite 251, San Antonio, TX 78217RIA
CRD#: 328568
San Antonio, TX
Past
January 9, 2023 - January 2, 2024
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Dallas, TX
Past
January 9, 2023 - January 2, 2024
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Dallas, TX
Past
September 20, 2022 - January 9, 2023
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
Dallas, TX
Past
September 20, 2022 - January 9, 2023
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
DALLAS, TX
Past
December 9, 2021 - August 10, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
SAN ANTONIO, TX
Past
October 20, 2021 - August 10, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
SAN ANTONIO, TX
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
Texas(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/19/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
PI
PIVOT INVESTMENT PLANNING, LLC
PIVOT INVESTMENT PLANNING, LLC
CRD#: 328568 / SEC#:
Texas
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Contact information
Main Address
8610 Broadway Suite 251, San Antonio, TX 78217
Mailing Address
Phone number
(210) 239-3661
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 45,664,896 |
Red Flags
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