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Stephen Lee Block

Elevation Wealth Partners, LLC

Walnut Creek, CA

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Current Employers
Elevation Wealth Partners, Llc

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-11
  • CA RA
    APPROVED
    Since 2023-10-11

Branch Locations

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • 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
Phocas Financial Alameda CA 03/2006 01/2024
Zrc Wealth Management, Llc Santa Rosa CA 10/2023 Present
  • 03/2006 → 01/2024
    Phocas Financial
    Alameda, CA
  • 10/2023 → Present
    Zrc Wealth Management, Llc
    Santa Rosa, CA
Previous Registrations
Designations

View on SEC IAPD

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