Robert Victor Donovan

Current Employers

Woodgreen Advisory, Llc

Matthews, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-10-28

NC RA
APPROVED

Since 2021-10-28

Branch Locations

Matthews, NC • 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

Organization	City	State	From	To
Compensation Consultants, Llc	Hickory	NC	08/2012	Present
Alphastar Capital Management Llc	Cornelius	NC	08/2018	08/2019
Woodgreen Advisory Llc	10806 Round Rock Road	NC	06/2021	Present

08/2012 → Present

Compensation Consultants, Llc

Hickory, NC
08/2018 → 08/2019

Alphastar Capital Management Llc

Cornelius, NC
06/2021 → Present

Woodgreen Advisory Llc

10806 Round Rock Road, NC

Previous Registrations

2018-08-13 → 2019-08-05

Alphastar Capital Management

Linville, NC

Cornelius, NC
2006-06-30 → 2014-10-27

Ameritas Investment Company, Llc

Hickory, NC
2001-12-31 → 2006-06-30

Carillon Investments, Inc.

Hickory, NC

Hickory, NC

Other Businesses

Compensation Consultants LLC - PO Box 124, Linville, NC 28646 - Insurance - Managing Partner - 20 Hours per month LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING LIFE INSURANCE AND FIXED ANNUITY PRODUCTS; Licensed life and health agent since 1977. Multiple states. NC Resident agent. NPN #-629617 (Personal) NPN #-16768959 (Compensation Consultants LLC). Receive first and renewal commissions on life, disability and annuity products.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-07-11

S63 Uniform Securities Agent State Law Examination

1985-07-11

Designations

Other Names

Bob Donovan
Robert V Donovan

View on SEC IAPD