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

NATIXIS ADVISORS, LLC

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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

May 22, 2020

First registration

Nov 29, 2022

Dual registered

yes, broker-dealer

Other names

Jake Treanor|Jake Conway Treanor

IAPD individual key

7206246

• Occurred

  Apr 3, 2024
  Advisor changed firm

  Jake Conway Treanor left Fidelity Personal And Workplace Advisors for Natixis Advisors, Llc (registered 2024-05-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cec558bf-ab3c-abb1-78bb-112d615b85b7

First observed

Nov 29, 2022

Last observed

Sep 14, 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.