Machi Block
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.
Machi Block, who also goes by Machi Block, Machi Daniel Block, was a registered financial professional .
Machi is a previously registered financial professional and started their career in finance in 2018. Machi had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 24, 2020 - December 31, 2021
NORTHMARK WEALTH MANAGEMENT LLC
July 23, 2019 - February 25, 2020
INFINITY FINANCIAL SERVICES
October 10, 2018 - November 13, 2018
EQUITABLE ADVISORS, LLC
July 11, 2018 - November 13, 2018
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NORTHMARK WEALTH MANAGEMENT LLC
CRD#: 308116 / SEC#:
Contact information
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.
