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Daniel Kurt Blecher

Pivot Investment Planning, LLC

San Antonio, TX

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Current Employers
Pivot Investment Planning, Llc

8610 Broadway Suite 251, San Antonio, TX 78217 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-12
  • TX RA
    APPROVED
    Since 2024-01-12

Branch Locations

8610 Broadway Suite 251, San Antonio, TX 78217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 08/2015 01/2024
Pivot Investment Planning, Llc San Antonio TX 08/2023 Present
Previous Registrations
Other Businesses

Dan Blecher is a licensed insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-28
  • S66 Uniform Combined State Law Examination
    2003-07-28
Other Names
  • Dan Blecher
  • Danny Blecher
  • Daniel K Blecher

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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