Steven Mark Boblis

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 11/2022
  Fsc Securities Corporation
  Atlanta, GA
• 09/2009 → 11/2022
  The Retirement Group
  San Diego, CA
• 11/2022 → Present
  Farther Finance Advisors, Llc
  Roseburg, OR

Previous Registrations

• 2018-01-16 → 2022-12-21
  The Retirement Group, Llc
  Bay Point, CA
  San Diego, CA
• 2011-03-31 → 2017-12-31
  The Retirement Group, Llc
  San Diego, CA
  San Ramon, CA
• 2015-02-26 → 2016-04-18
  Fsc Securities Corporation
  San Ramon, CA
  Glide, OR
  San Ramon, CA
  San Leandro, CA
  San Diego, CA
  Bay Point, CA
• 2008-08-19 → 2011-02-11
  Qa3 Financial Llc
  Glide, OR
  Roseburg, OR
  Omaha, NE

Other Businesses

1. FIXED INSURANCE SALES POSITION: Representative NATURE: Offering fixed annuities and insurance products to potential clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1995 DESCRIPTION: I offer fixed annuities and insurance products to existing clients and new prospects 2. THE BOBLIS CORPORATION POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2012 DESCRIPTION: I established a corporation for my personal use. It is not marketed to the public. It is only in existence for tax purposes. Compensation I receive is moved into my corporate bank account and then I pay myself from that account.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-21
• S63 Uniform Securities Agent State Law Examination
  1998-06-01

Other Names

• Steve Boblis
• Steven M Boblis