Stephen Block has been an investment adviser representative at Elevation Wealth Partners since October 2023, and is not listed among the firm’s executive officers or direct owners.
Elevation Wealth Partners, LLC is a Walnut Creek, CA firm with $671M under management, 325 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Stephen Block’s longest registration was 15 years at Phocas Financial Corporation (2009–2024). Before joining Elevation Wealth Partners in 2023, Stephen Block was registered through Phocas Financial Corporation and Bay Isle Financial LLC.
- – present · 3 yearsWalnut Creek, CA · Adviser representative · Firm CRD 123971
- Phocas Financial Corporation– · 15 yearsAlameda, CA · Adviser representative · Firm CRD 135470
- Bay Isle Financial LLC– · 3 yearsOakland, CA · Adviser representative · Firm CRD 119026
Investment adviser representative registrations
Stephen Block is registered as an investment adviser representative in California, since October 2023.
- CaliforniaSince 11 October 2023
Examinations
No examinations are on Stephen Block’s record.
- Full name
- Stephen Lee Block
- CRD
- 4584035
- Firm
- Elevation Wealth Partners · CRD 123971
- Office
- 2121 NORTH CALIFORNIA BLVD, SUITE 290, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Block work?
Stephen Block is an investment adviser representative registered through Elevation Wealth Partners, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Block a financial advisor?
Yes. Stephen Block has a current investment-adviser registration in California, through Elevation Wealth Partners since October 2023.
How many years of experience does Stephen Block have?
Stephen Block has 20 years in the financial industry, since November 2005, across 3 adviser firms.
Where did Stephen Block work before Elevation Wealth Partners?
Before Elevation Wealth Partners, Stephen Block was registered through Bay Isle Financial LLC, March 2002 to April 2005.
Where is Stephen Block based?
Stephen Block’s registered office is in Walnut Creek, CA.
Is Stephen Block registered with FINRA?
No. Stephen Block has no current broker registration.
How can I verify Stephen Block’s record?
Search CRD 4584035 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Block’s full registration record.