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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-10 |
| CA | RA | APPROVED | 2025-01-29 |
| MT | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
8181 Mission Gorge Road Suite C, San Diego, CA 92120 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Style Financial, Inc. Dba Mission Trails Financial | San Diego | CA | 07/2015 | 01/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2025 | Present |
Mr. Kline conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Mission Trails Financial. Mr. Kline is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. Mr. Kline is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Kline, as a fiduciary, will act in the client's best interest. Mr. Kline, as the sole proprietor, owns rental real estate which he manages. He spends 1 hour per month on this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-01 |
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