John Patrick Donovan

Current Employers

Advisorplanner, Llc

St. Petersburg, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-03-09

FL RA
APPROVED

Since 2016-03-09

Branch Locations

St. Petersburg, FL • 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
Advisorplanner, Llc	St. Petersburg	FL	01/2016	Present

01/2016 → Present

Advisorplanner, Llc

St. Petersburg, FL

Previous Registrations

2015-06-23 → 2015-08-07

Jeffrey Matthews Advisory Group Llc

Safety Harbor, FL
2011-04-04 → 2014-06-16

Charles Schwab & Co., Inc.

Orlando, FL

Phoenix, AZ
2001-04-26 → 2006-02-13

Donovan, John Patrick

St. Petersburg, FL
2003-09-08 → 2004-10-21

Southtrust Securities, Llc

St Petersburg, FL

Other Businesses

April 2021 to Present - Automobile rental services offered from home office - Not Investment-related - Offering personal automobiles for rent on an organized platform - Spends less than 1% of time devoted to this business and all is handled outside of market trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-06-29
S63	Uniform Securities Agent State Law Examination	1985-07-24

S66 Uniform Combined State Law Examination

2009-06-29
S63 Uniform Securities Agent State Law Examination

1985-07-24

Designations

View on SEC IAPD