Kristen Nicole Kline

Current Employers

Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2025-01-29

MT RA
APPROVED

Since 2025-01-29

Branch Locations

8181 Mission Gorge Road Suite C, San Diego, CA 92120 • United States

Big Fork, MT • United States

858 Camp Street, New Orleans, LA 70130 • 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
Southern Style Financial, Inc. Dba Mission Trails Financial	San Diego	CA	10/2014	01/2025
Bwk, Inc.	San Diego	CA	02/2014	03/2020
Newedge Advisors, Llc.	New Orleans	LA	01/2025	Present

10/2014 → 01/2025

Southern Style Financial, Inc. Dba Mission Trails Financial

San Diego, CA
02/2014 → 03/2020

Bwk, Inc.

San Diego, CA
01/2025 → Present

Newedge Advisors, Llc.

New Orleans, LA

Previous Registrations

2015-02-12 → 2025-02-18

Mission Trails Financial

San Diego, CA

Bigfork, MT

Other Businesses

Ms. Kline conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Mission Trails Financial. Ms. Kline is an investment advisor and devotes 160 hours per month to this activity during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-01-29
S63	Uniform Securities Agent State Law Examination	2002-05-11

S65 Uniform Investment Adviser Law Examination

2015-01-29
S63 Uniform Securities Agent State Law Examination

2002-05-11

Other Names

Kris Kline

View on SEC IAPD