Gregory A. Block

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CRD#: 3260955

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Anthony Block was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 2000. Gregory had worked at 9 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BLOCK, GAUNCE, & ASSOCIATES - CERTIFIED PUBLIC ACCOUNTANTS, NOT INVESTMENT RELATED, 225 WEST PLAZA STREET, SUITE 105, SOLANA BEACH, CA 92075, OFFICER AND SHAREHOLDER OF THE FIRM, SINCE 1984, SPEND 160 HOURS PER MONTH WORKING FOR THE FIRM, 100 OF WHICH ARE DURING TRADING HOURS, TAX PLANNING AND TAX PREPARATION SERVICES. WATERFRONT WEALTH MANAGEMENT AN RIA, INVESTMENT RELATED, 225 WEST PLAZA STREET, SUITE 105, SOLANA BEACH, CA 92075, INVESTMENT ADVISOR REPRESENTATIVE, SINCE 2015, SPEND LESS THAN 10 HOURS PER MONTH WORKING FOR THE FIRM ALL OF WHICH ARE DURING TRADING HOURS, MANAGING SMALLER PORTFOLIOS USING THE PLATFORM WITH MORNINGSTAR. GREGORY A. BLOCK AN RIA, INVESTMENT RELATED, 225 WEST PLAZA STREET, SUITE 105, SOLANA BEACH, CA 92075, INVESTMENT ADVISOR REPRESENTATIVE, SINCE 2017, SPEND LESS THAN 10 HOURS WORKING FOR THE FIRM, ALL OF WHICH ARE DURING TRADING HOURS, NO MANAGEMENT OF FUNDS, REFERRAL OF BUSINESS TO OTHER ADVISORS ONLY.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 3, 2019 - October 28, 2022

INTELLIGENCE DRIVEN ADVISERS, LLC

RIA

CRD#: 299589

CARLSBAD, CA

Past

November 20, 2017 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

Solana Beach, CA

Past

January 25, 2017 - December 31, 2023

GREGORY A BLOCK RIA

RIA

CRD#: 133425

SOLANA BEACH, CA

Past

October 13, 2015 - August 1, 2023

WATERFRONT WEALTH MANAGEMENT

RIA

CRD#: 279032

SOLANA BEACH, CA

Past

August 17, 2007 - December 31, 2012

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

SOLANA BEACH, CA

Past

November 7, 2005 - January 4, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 27, 2005 - January 4, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN JOSE, CA

Past

June 1, 2005 - October 31, 2005

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SOLANA BEACH, CA

Past

June 1, 2005 - October 31, 2005

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

December 2, 2003 - June 1, 2005

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

SOLANA BEACH, CA

Past

December 2, 2003 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

February 9, 2001 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

RIA

CRD#: 24049

SOLAWA BEACH, CA

Past

June 9, 2000 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/8/2000

General Securities Representative Examination

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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Contact information

Main Address

2792 Gateway Road, Carlsbad, CA 92009

Mailing Address

Phone number

(888) 401-2083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IDA FORM ADV PART 2A DATED SEPTEMBER 1, 2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 828,210,292

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gregory A. Block

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LABRUM WEALTH MANAGEMENT, LLC

GREGORY A BLOCK RIA

WATERFRONT WEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

TRUSTED SECURITIES ADVISORS CORP.

TRUSTED SECURITIES ADVISORS CORP.

Primary Firm SEC Registration

INTELLIGENCE DRIVEN ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2000

Series 7

Date: 6/8/2000

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENCE DRIVEN ADVISERS, LLC

TRUST BUT VERIFY

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