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Steven Farley Bliss

Newedge Advisors

Temecula, CA

New Orleans, LA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-03-18
  • CA RA
    APPROVED_RES
    Since 2025-03-18

Branch Locations

43920 Margarita Road #F, Temecula, CA 92592 • 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
OrganizationCityStateFromTo
Steven F. Bliss, Attorney At Law San Diego CA 01/1991 Present
Mission Trails Financial San Diego CA 10/2015 Present
Newedge Advisors, Llc. New Orleans LA 03/2025 Present
  • 01/1991 → Present
    Steven F. Bliss, Attorney At Law
    San Diego, CA
  • 10/2015 → Present
    Mission Trails Financial
    San Diego, CA
  • 03/2025 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2015-11-06 → 2025-01-31
    Mission Trails Financial
    San Diego, CA
    San Diego, CA
  • 2011-02-07 → 2011-09-23
    San Diego, CA
Other Businesses

1. Professional Partner - DBA Mission Trails Financial - Solicitor - 03/2025 - Investment related - Solicit clients/prospects for Mission Trails Financial/NewEdge Advisors, RIA. 2. Steven Bliss, Attorney at Law - 43920 Margarit Road, F, Temecula, CA 03/1991 - Owner.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-17
  • S63 Uniform Securities Agent State Law Examination
    1997-04-17

View on SEC IAPD

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