Robert Rowland Blount

Current Employers

Employment History

• 10/2021 → 08/2022
  Transamerica Financial Advisors, Inc
  San Antonio, TX
• 09/2020 → 07/2022
  World Financial Group, Inc.
  San Antonio, TX
• 09/2019 → Present
  Lake Livingston Telephone Company, Inc.
  Livingston, TX
• 01/2019 → 11/2019
  Ramirez Capital, Inc.
  Boerne, TX
• 01/2016 → 06/2018
  Jet Linx Avation, Llc
  San Antonio, TX
• 11/2018 → 08/2020
  Macro Real Estate, Llc
  San Antonio, TX
• 05/2015 → Present
  The Order Of The Alamo
  San Antonio, TX
• 01/2009 → Present
  North American Reserve Corp.
  Kamas, UT
• 01/2019 → 11/2019
  Envisacare Rx, Llc
  San Antonio, TX
• 09/2022 → 01/2023
  Lion Street Financial
  Dallas, TX
• 09/2022 → 01/2023
  Lion Street Advisors
  Dallas, TX
• 01/2023 → 12/2023
  Valmark Securities
  Akron, OH
• 01/2023 → 12/2023
  Valmark Advisers
  Akron, OH
• 01/2024 → Present
  Pivot Investment Planning, Llc
  San Antonio, TX

Previous Registrations

• 2023-01-09 → 2024-01-02
  Valmark Advisers, Inc.
  Dallas, TX
  Dallas, TX
• 2022-09-20 → 2023-01-09
  Lion Street Advisors, Llc
  Dallas, TX
  Austin, TX
• 2021-12-09 → 2022-08-10
  Transamerica Financial Advisors, Llc
  San Antonio, TX

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-09
• S63 Uniform Securities Agent State Law Examination
  2021-11-05

Other Names

• Rowe Blount