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RIA / WealthAdvisorCertified Financial Planner40 years in industry

ROBERT JOHN KNOX

Advisor at VENN WEALTH & BENEFIT SERVICES, LLC

ALTOONA, PA | DuBois, PA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VENN WEALTH & BENEFIT SERVICES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 22, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 22, 1986
First registration: Jun 13, 2003
Dual registered: no
Other names: ROBERT KNOKNOX|BOB KNOX
IAPD individual key: 1489244

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VENN WEALTH & BENEFIT SERVICES, LLC	State registered	Aug 19, 2008	n/a	yes	ALTOONA, PA\|DuBois, PA	Current employment
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jan 2, 2008	Aug 25, 2008	no	DUBOIS, PA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Nov 3, 2004	Dec 31, 2005	no	PITTSBURGH, PA	Previous registration
EASTERN POINT ADVISORS INC.	n/a	Jun 13, 2003	Dec 31, 2004	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HORTER INVESTMENT MANAGEMENT, LLC	VENN WEALTH & BENEFIT SERVICES, LLC	Aug 25, 2008	Aug 19, 2008	-6	Firm change	Other
INVESTORS CAPITAL ADVISORY	HORTER INVESTMENT MANAGEMENT, LLC	Dec 31, 2005	Jan 2, 2008	732	Firm change after gap	Other
EASTERN POINT ADVISORS INC.	INVESTORS CAPITAL ADVISORY	Dec 31, 2004	Nov 3, 2004	-58	Bulk transfer	Other

Relationships

Registered with (4)

→ VENN WEALTH & BENEFIT SERVICES, LLCRegistered adviserregistration: current employment
Aug 19, 2008 to presentfactForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 2, 2008 to Aug 25, 2008factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Nov 3, 2004 to Dec 31, 2005factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
Jun 13, 2003 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.