Ronald Doweidt has been an investment adviser representative at San Blas Advisory since April 2022, and is not listed among the firm’s executive officers or direct owners.
San Blas Advisory, Inc. is an Atlanta, GA firm with $219M under management, 665 clients and 9 advisers across 5 offices, as of its August 2026 filing.
Ronald Doweidt’s longest registration was 6 years at Investment Advisors Corp (2012–2018). Before joining San Blas Advisory in 2022, Ronald Doweidt was registered through Prosperity Wealth Management, Inc. and Brokers Financial.
- San Blas Advisory, Inc.Current– present · 4 yearsNaperville, IL · Adviser representative · Firm CRD 296929
- Prosperity Wealth Management, Inc.– · under a yearBolingbrook, IL · Adviser representative · Firm CRD 174328
- Brokers Financial– · 2 yearsBolingbrook, IL · Adviser representative · Firm CRD 139627
- Investment Advisors Corp– · 6 yearsBolingbrook, IL · Adviser representative · Firm CRD 117531
- Ausdal Financial Partners, Inc.– · 2 yearsNaperville, IL · Adviser representative · Firm CRD 7995
- LPL Financial Corporation– · 4 yearsNaperville, IL · Adviser representative · Firm CRD 6413
- Morgan Stanley– · 3 yearsLisle, IL · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Ronald Doweidt is registered as an investment adviser representative in Illinois, since April 2022.
- IllinoisSince 4 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 November 2001 |
| Series 7 | General Securities Representative Examination | 25 September 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald B Doweidt
- CRD
- 4448533
- Firm
- San Blas Advisory · CRD 296929
- Office
- Naperville, IL
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Ronald Doweidt work?
Ronald Doweidt is an investment adviser representative registered through San Blas Advisory, Inc. since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Doweidt a financial advisor?
Yes. Ronald Doweidt has a current investment-adviser registration in Illinois, through San Blas Advisory since April 2022.
How many years of experience does Ronald Doweidt have?
Ronald Doweidt has 23 years in the financial industry, since December 2002, across 7 adviser firms.
What exams has Ronald Doweidt passed?
Ronald Doweidt has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2001.
Where did Ronald Doweidt work before San Blas Advisory?
Before San Blas Advisory, Ronald Doweidt was registered through Prosperity Wealth Management, Inc., September 2021 to January 2022; Brokers Financial, November 2018 to June 2021; Investment Advisors Corp, September 2012 to October 2018; Ausdal Financial Partners, Inc., May 2010 to August 2012; LPL Financial Corporation, October 2005 to May 2010; Morgan Stanley, March 2002 to August 2005.
Where is Ronald Doweidt based?
Ronald Doweidt’s registered office is in Naperville, IL.
Is Ronald Doweidt registered with FINRA?
No. Ronald Doweidt has no current broker registration.
How can I verify Ronald Doweidt’s record?
Search CRD 4448533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Doweidt’s full registration record.