Matthew David Donovan

Current Employers

Employment History

• 12/2015 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Hopatcong, NJ
• 05/2022 → Present
  Whitetail Wealth Management Llc
  Hardwick, NJ
• 11/2021 → 04/2022
  Retired
  Hardwick, NJ

Previous Registrations

• 2015-12-16 → 2021-10-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Hopatcong, NJ
  Lake Hopatcong, NJ
  Iselin, NJ
  Denville, NJ
  Flanders, NJ
  Succasunna, NJ
  Lake Hopatcong, NJ
  Flanders, NJ
• 2012-09-18 → 2015-05-13
  Equitable Advisors, Llc
  Morristown, NJ
• 2009-08-27 → 2012-09-19
  Edward Jones
  Mt. Arlington, NJ
• 2007-04-26 → 2009-08-12
  Lpl Financial Llc
  Chestertown, MD
  Stevensville, MD
• 2006-12-11 → 2007-03-14
  Pnc Wealth Management Llc
  Dover, DE
• 2006-05-04 → 2006-06-30
  Uvest Financial Services Group, Inc.
  Annapolis, MD
  Olney, MD
• 2006-04-12 → 2006-04-18
  Truist Investment Services, Inc.
  Easton, MD
• 2005-11-11 → 2006-02-10
  Cetera Investment Services Llc
  Chestertown, MD

Other Businesses

Whitetail Wealth Management LLC; Hardwick, NJ; Investment Related; Fixed Insurance Sales; Insurance Agent; Started 05/2022; Approximately 20% of time will be spent in this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-29
• S63 Uniform Securities Agent State Law Examination
  1984-04-10