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Donovan Roberson

Platform Wealth Advisors

Goleta, CA

Holladay, UT

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Current Employers
Platform Wealth Advisors

6510 S. Millrock Dr, Holladay, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-08
TX RA APPROVED 2024-04-08
  • CA RA
    APPROVED
    Since 2024-04-08
  • TX RA
    APPROVED
    Since 2024-04-08

Branch Locations

70 Santa Felicia Drive, Goleta, CA 93117 • United States

6510 S. Millrock Dr, Holladay, UT 84121 • 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
OrganizationCityStateFromTo
Pensionmark Securities, Llc Santa Barbara CA 11/2017 04/2022
Northwest Administrators Pasadena CA 05/2015 10/2017
Walpole Financial Advisors Goleta CA 04/2022 04/2024
Platform Wealth Advisors Goleta CA 04/2024 Present
  • 11/2017 → 04/2022
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 05/2015 → 10/2017
    Northwest Administrators
    Pasadena, CA
  • 04/2022 → 04/2024
    Walpole Financial Advisors
    Goleta, CA
  • 04/2024 → Present
    Platform Wealth Advisors
    Goleta, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-14
  • S66 Uniform Combined State Law Examination
    2019-05-14
Designations

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Goleta, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GOLETA, CA
J.P. MORGAN SECURITIES LLC · GOLETA, CA
EDWARD JONES · GOLETA, CA
WALKABOUT VENTURES LLC · SANTA BARBARA, CA
FARMERS ASSET MANAGEMENT, LLC · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA
FINANCIAL VISION LLC · GOLETA, CA

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