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.

Current firm

NEWEDGE ADVISORS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

Apr 17, 1997

First registration

Feb 7, 2011

Dual registered

no

IAPD individual key

2847939

• Occurred

  Jan 31, 2025
  Advisor changed firm

  Steven Farley Bliss left Mission Trails Financial for Newedge Advisors (registered 2025-03-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4db8377b-4991-e8c6-a109-1fb572e73c82

First observed

Feb 7, 2011

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.