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Oakland, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities | Chicago | IL | 02/2014 | 04/2017 |
| Td Ameritrade | Chicago | IL | 12/2018 | 02/2022 |
| Chicago Public Schools | Chicago | IL | 04/2017 | 12/2018 |
| Charles Schwab | Chicago | IL | 02/2022 | 09/2023 |
| University Of California Office Of President | Oakland | CA | 09/2023 | Present |
| Greenbook Financial Llc | Oakland | CA | 02/2026 | Present |
Donovan Malone is currently a Retirement Counselor at the University of California Office of President. In this role, Donovan Malone provides educational resources and guidance to University of California employees regarding university-sponsored retirement benefits. This activity accounts for approximately 50% of their time. Clients of GBF are not involved in, nor are they solicited to participate in this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-13 |
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