Kirk Allen Block

Current Employers

Block Wealth Management, Inc

Marvin, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2018-06-21
TX	RA	APPROVED_RES	2016-08-10

NC RA
APPROVED

Since 2018-06-21
TX RA
APPROVED_RES

Since 2016-08-10

Branch Locations

Marvin, NC • 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

Organization	City	State	From	To
Block Wealth Management, Inc.	Lee	NH	02/2008	04/2018
Block Wealth Management, Inc.	Charlotte	NC	04/2018	07/2019
Block Wealth Management, Inc.	Marvin	NC	07/2019	Present

02/2008 → 04/2018

Block Wealth Management, Inc.

Lee, NH
04/2018 → 07/2019

Block Wealth Management, Inc.

Charlotte, NC
07/2019 → Present

Block Wealth Management, Inc.

Marvin, NC

Previous Registrations

2004-03-08 → 2008-05-21

Premier Financial Planning, Llp

Escondido, CA

Other Businesses

Agent with various Insurance Companies since 2008 This activity is investment related and performed in conjunction with activities as an Investment Adviser Representative. Offering insurance products where appropriate and licensed to do so. This activity requires approximately 10 hours per month, .5 hours per day during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-12-21

S63 Uniform Securities Agent State Law Examination

1993-12-21

Designations

View on SEC IAPD