Best Investors Account Sign in
Current Employers
San Blas Advisory, Inc.

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-04-04
  • IL RA
    APPROVED
    Since 2022-04-04

Branch Locations

Naperville, IL • United States

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Advisors Corp West Des Moines IA 09/2012 11/2018
Brokers International Financial Services, Llc Bolingbrook IL 11/2018 06/2021
Prosperity Wealth Management, Inc. San Ramon CA 07/2021 Present
  • 09/2012 → 11/2018
    Investment Advisors Corp
    West Des Moines, IA
  • 11/2018 → 06/2021
    Brokers International Financial Services, Llc
    Bolingbrook, IL
  • 07/2021 → Present
    Prosperity Wealth Management, Inc.
    San Ramon, CA
Previous Registrations
  • 2021-09-29 → 2022-01-07
    Fort Lauderdale, FL
    Bolingbrook, IL
  • 2018-11-12 → 2021-06-04
    Bolingbrook, IL
    Urbandale, IA
  • 2012-09-19 → 2018-10-19
    Investment Advisors Corp
    Bolingbrook, IL
  • 2010-05-14 → 2012-08-24
    Downers Grove, IL
    Naperville, IL
  • 2005-10-13 → 2010-05-19
    Naperville, IL
    Naperville, IL
    Naperville, IL
  • 2002-03-08 → 2005-08-29
    Morgan Stanley Dw Inc.
    Lisle, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-09
  • S66 Uniform Combined State Law Examination
    2001-11-09
Other Names
  • Ronald B Doweidt

View on SEC IAPD

More in Naperville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor