Best Investors
Account
Sign in
Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc Dba Retireus | Philadelphia | PA | 02/2023 | 06/2023 |
| Mcadam Ll Dba Cornerstone Capital Planning | Philadelphia | PA | 02/2023 | 06/2023 |
| Lehigh University | Bethlehem | PA | 07/2019 | 05/2023 |
| Council Rock South | Holland | PA | 07/2015 | 06/2019 |
| New Century Financial Group | Princeton | NJ | 06/2021 | 08/2021 |
| The Gourmet Vendor | Feasterville | PA | 06/2021 | 08/2021 |
| Mcadam Financial Group | Philadelphia | PA | 03/2022 | 06/2023 |
| New Century Financial Group | Princeton | NJ | 06/2023 | 07/2023 |
| New Century Financial Group | Princeton | NJ | 06/2023 | 03/2026 |
| Osaic Wealth, Inc. | Princeton | NJ | 07/2023 | 03/2026 |
| Independent Financial Group Llc | Exton | PA | 04/2026 | Present |
BLOK FINANCIAL POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/02/2026 ADDRESS: 243 West Lincoln Highway, Exton PA 19341, United States DESCRIPTION: Marketing OBA "Blok Financial".
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
Reach out to this advisor