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Current Employers
Natixis Advisors, Llc

888 Boylston Street Suite 800, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-17
  • CA RA
    APPROVED
    Since 2026-02-17

Branch Locations

575 Market St. Suite 2550, San Francisco, CA 94105 • United States

888 Boylston Street Suite 800, Boston, MA 02199 • 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
Newedge Securities, Inc. Los Angeles CA 09/2020 02/2024
Jsf Financial, Llc Los Angeles CA 06/2020 06/2022
Verus Investments El Segundo CA 04/2019 07/2019
Lowell Capital Value Partners El Segundo CA 05/2017 04/2019
Roth Capital Partners Newport Beach CA 08/2016 05/2017
Unemployed Fullerton CA 07/2019 06/2020
Jsf Financial, Llc Los Angeles CA 06/2022 03/2024
Three Arch Wealth Management Llc Irvine CA 01/2025 07/2025
Unemployed Los Angeles CA 04/2024 12/2024
Unemployed Fullerton CA 07/2025 01/2026
Natixis Advisors, Llc San Francisco CA 02/2026 Present
Natixis Distribution, Llc San Francisco CA 02/2026 Present
  • 09/2020 → 02/2024
    Newedge Securities, Inc.
    Los Angeles, CA
  • 06/2020 → 06/2022
    Los Angeles, CA
  • 04/2019 → 07/2019
    Verus Investments
    El Segundo, CA
  • 05/2017 → 04/2019
    Lowell Capital Value Partners
    El Segundo, CA
  • 08/2016 → 05/2017
    Roth Capital Partners
    Newport Beach, CA
  • 07/2019 → 06/2020
    Unemployed
    Fullerton, CA
  • 06/2022 → 03/2024
    Los Angeles, CA
  • 01/2025 → 07/2025
    Irvine, CA
  • 04/2024 → 12/2024
    Unemployed
    Los Angeles, CA
  • 07/2025 → 01/2026
    Unemployed
    Fullerton, CA
  • 02/2026 → Present
    San Francisco, CA
  • 02/2026 → Present
    Natixis Distribution, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-24
  • S66 Uniform Combined State Law Examination
    2020-11-24
Other Names
  • Ronak H Doshi

View on SEC IAPD

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