Donovan Roberson has been an investment adviser representative at Platform Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Platform Wealth Management, LLC is a Holladay, UT firm with $509M under management, 270 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Donovan Roberson’s longest registration was 2 years at Pensionmark Financial Group, LLC (2019–2022). Before joining Platform Wealth Management in 2024, Donovan Roberson was registered through Walpole Financial Advisors, LLC and Pensionmark Financial Group, LLC.
- Platform Wealth AdvisorsCurrent– present · 2 yearsGoleta, CA · Adviser representative · Firm CRD 329313
- Walpole Financial Advisors, LLC– · 1 yearGoleta, CA · Adviser representative · Firm CRD 135834
- Pensionmark Financial Group, LLC– · 2 yearsSanta Barbara, CA · Adviser representative · Firm CRD 208512
Investment adviser representative registrations
Donovan Roberson is registered as an investment adviser representative in 2 states. Each was approved in April 2024.
- CaliforniaSince 8 April 2024
- TexasSince 8 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 May 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 September 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 6878943
- Firm
- Platform Wealth Management · CRD 329313
- Office
- 70 Santa Felicia Drive, Goleta, CA 93117
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Donovan Roberson work?
Donovan Roberson is an investment adviser representative registered through Platform Wealth Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Donovan Roberson a financial advisor?
Yes. Donovan Roberson has a current investment-adviser registration in California and Texas, through Platform Wealth Management since April 2024.
How many years of experience does Donovan Roberson have?
Donovan Roberson has 8 years in the financial industry, since September 2018, across 3 adviser firms.
What exams has Donovan Roberson passed?
Donovan Roberson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2018. FINRA credited Donovan Roberson with the SIE, which began in October 2018.
Where did Donovan Roberson work before Platform Wealth Management?
Before Platform Wealth Management, Donovan Roberson was registered through Walpole Financial Advisors, LLC, May 2022 to April 2024; Pensionmark Financial Group, LLC, May 2019 to April 2022.
Where is Donovan Roberson based?
Donovan Roberson’s registered office is in Goleta, CA.
Is Donovan Roberson registered with FINRA?
No. Donovan Roberson has no current broker registration.
How can I verify Donovan Roberson’s record?
Search CRD 6878943 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donovan Roberson’s full registration record.