This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PLATFORM WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

May 14, 2019

First registration

May 14, 2019

Dual registered

no

IAPD individual key

6878943

• Occurred

  Apr 2, 2024
  Advisor changed firm

  Donovan Roberson left Walpole Financial Advisors, Llc for Platform Wealth Advisors (registered 2024-04-08)

  Form ADVobserved 6 days ago
• Occurred

  Apr 20, 2022
  Advisor changed firm

  Donovan Roberson left World Investment Advisors, Llc for Walpole Financial Advisors, Llc (registered 2022-05-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30c044c3-0027-4e73-5fe5-0c7ec1ec782b

First observed

May 14, 2019

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.