David Block is an investment adviser representative (IAR) with state registration records since 2021, appearing at 5 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | 2025-12-15 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2025-09-05 | 2026-01-05 | — |
| AVANTAX ADVISORY SERVICES | 2025-01-08 | 2025-09-05 | — |
| STIRLINGSHIRE RIA LLC | 2024-05-28 | 2024-11-05 | — |
| IP FINANCIAL ADVISORY SERVICES LLC | 2022-09-07 | 2024-05-30 | — |
| LIFEMARK SECURITIES CORP. | 2021-08-23 | 2022-09-12 | — |