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RIA / WealthAdvisorCertified Financial Planner41 years in industry

JOHN PATRICK DONOVAN

Advisor at ADVISORPLANNER, LLC

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:c1402502-6a15-e91d-d4fe-d95e1ab861e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORPLANNER, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 24, 1985
First registration: Apr 26, 2001
Dual registered: no
IAPD individual key: 1173153

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORPLANNER, LLC	State registered	Mar 9, 2016	n/a	yes	ST. PETERSBURG, FL	Current employment
JEFFREY MATTHEWS ADVISORY GROUP LLC	Former SEC adviser	Jun 23, 2015	Aug 7, 2015	no	SAFETY HARBOR, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 4, 2011	Jun 16, 2014	no	Orlando, FL\|Phoenix, AZ	Previous registration
SOUTHTRUST SECURITIES, LLC	n/a	Sep 8, 2003	Oct 21, 2004	no	ST PETERSBURG, FL	Previous registration
DONOVAN, JOHN PATRICK	n/a	Apr 26, 2001	Feb 13, 2006	no	ST. PETERSBURG, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JEFFREY MATTHEWS ADVISORY GROUP LLC	ADVISORPLANNER, LLC	Aug 7, 2015	Mar 9, 2016	215	Firm change	Other
CHARLES SCHWAB & CO., INC.	JEFFREY MATTHEWS ADVISORY GROUP LLC	Jun 16, 2014	Jun 23, 2015	372	Firm change	Ibd to new firm
DONOVAN, JOHN PATRICK	SOUTHTRUST SECURITIES, LLC	Feb 13, 2006	Sep 8, 2003	-889	Firm change after gap	Other
SOUTHTRUST SECURITIES, LLC	CHARLES SCHWAB & CO., INC.	Oct 21, 2004	Apr 4, 2011	2,356	Firm change after gap	Other

Relationships

Registered with (5)

→ ADVISORPLANNER, LLCRegistered adviserregistration: current employment
Mar 9, 2016 to presentfactForm ADV
→ JEFFREY MATTHEWS ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Jun 23, 2015 to Aug 7, 2015factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 4, 2011 to Jun 16, 2014factForm ADV
→ DONOVAN, JOHN PATRICKRegistered adviserregistration: previous registration
Apr 26, 2001 to Feb 13, 2006factForm ADV
→ SOUTHTRUST SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 8, 2003 to Oct 21, 2004factForm ADV

Dated events

No dated event names this entity yet.