DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Rowland Blount
Feed of 09/14/2026
Also filed as Rowe Blount
At current firm
2 y
since Jun 20, 2024
In the industry
17 y
since Jan 1, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Pivot Investment Planning, LLC state registered currentsince Jun 20, 2024 · San Antonio, Tx
- Valmark Advisers, Inc. BD affiliatedJan 9, 2023 to Jan 2, 2024 · Dallas, Tx
- Lion Street Advisors, LLC formerSep 20, 2022 to Jan 9, 2023 · Dallas, Tx
- Transamerica Financial Advisors, LLC BD affiliatedDec 9, 2021 to Aug 10, 2022 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Valmark Advisers, Inc. to Pivot Investment Planning, LLCleft Jan 2, 2024, registered Jun 20, 2024 (170 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Lion Street Advisors, LLC to Valmark Advisers, Inc.left Jan 9, 2023, registered Jan 9, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Transamerica Financial Advisors, LLC to Lion Street Advisors, LLCleft Aug 10, 2022, registered Sep 20, 2022 (41 days) · Affiliated broker-dealer or bank to another
Signals
- Robert Rowland Blount left Valmark Advisers, Inc. for Pivot Investment Planning, Llc (registered 2024-06-20)Jan 2, 2024 · Advisor changed firm · fact
- Robert Rowland Blount left Lion Street Advisors, Llc for Valmark Advisers, Inc. (registered 2023-01-09)Jan 9, 2023 · Advisor changed firm · fact
- Robert Rowland Blount left Transamerica Financial Advisors, Llc for Lion Street Advisors, Llc (registered 2022-09-20)Aug 10, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address