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RIA / WealthAdvisor28 years in industry

STEVEN MARK BOBLIS

Advisor at FARTHER

Roseburg, OR | SAN FRANCISCO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FARTHER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Jun 1, 1998
First registration: Aug 19, 2008
Dual registered: no
Other names: STEVE BOBLIS|STEVEN M BOBLIS
IAPD individual key: 3044031

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	Nov 21, 2022	n/a	yes	SAN FRANCISCO, CA\|Roseburg, OR	Current employment
THE RETIREMENT GROUP, LLC	Former SEC adviser	Jan 16, 2018	Dec 21, 2022	no	Bay Point, CA\|SAN DIEGO, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 26, 2015	Apr 18, 2016	no	SAN RAMON, CA\|GLIDE, OR\|SAN RAMON, CA\|SAN LEANDRO, CA\|SAN DIEGO, CA\|BAY POINT, CA	Previous registration
THE RETIREMENT GROUP, LLC	Former SEC adviser	Mar 31, 2011	Dec 31, 2017	no	SAN DIEGO, CA\|San Ramon, CA	Previous registration
QA3 FINANCIAL LLC	n/a	Aug 19, 2008	Feb 11, 2011	no	GLIDE, OR\|ROSEBURG, OR\|OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE RETIREMENT GROUP, LLC	Farther	Dec 21, 2022	Nov 21, 2022	-30	Firm change	RIA to RIA
THE RETIREMENT GROUP, LLC	FSC SECURITIES CORPORATION	Dec 31, 2017	Feb 26, 2015	-1,039	Firm change after gap	Other
FSC SECURITIES CORPORATION	THE RETIREMENT GROUP, LLC	Apr 18, 2016	Jan 16, 2018	638	Firm change after gap	Other
QA3 FINANCIAL LLC	THE RETIREMENT GROUP, LLC	Feb 11, 2011	Mar 31, 2011	48	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
148296:7461:CA:2017-12-31	Dec 31, 2017	Feb 26, 2015	SAN RAMON, CA	Firm change after gap

Relationships

Registered with (4)

→ FARTHERRegistered adviserregistration: current employment
Nov 21, 2022 to presentfactForm ADV
→ THE RETIREMENT GROUP, LLCRegistered adviserregistration: previous registration
Jan 16, 2018 to Dec 21, 2022factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 26, 2015 to Apr 18, 2016factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 19, 2008 to Feb 11, 2011factForm ADV

Dated events

Occurred
Dec 21, 2022
Advisor changed firm
Steven Mark Boblis left The Retirement Group, Llc for Farther (registered 2022-11-21)
Form ADVobserved 6 days ago