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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant41 years in industry

ROBERT VICTOR DONOVAN

Advisor at WOODGREEN ADVISORY, LLC

MATTHEWS, NC

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Search this name across graphsid dfx:ria:d7041d70-4323-1aa4-6091-65fc559d0ccc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 31, 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: WOODGREEN ADVISORY, 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 11, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Jul 11, 1985
First registration: Dec 31, 2001
Dual registered: no
Other names: BOB DONOVAN|Robert V Donovan
IAPD individual key: 706756

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
WOODGREEN ADVISORY, LLC	State registered	Oct 28, 2021	n/a	yes	MATTHEWS, NC	Current employment
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Aug 13, 2018	Aug 5, 2019	no	Linville, NC\|CORNELIUS, NC	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Jun 30, 2006	Oct 27, 2014	no	HICKORY, NC	Previous registration
CARILLON INVESTMENTS, INC.	n/a	Dec 31, 2001	Jun 30, 2006	no	HICKORY, NC\|HICKORY, NC	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
ALPHASTAR CAPITAL MANAGEMENT	WOODGREEN ADVISORY, LLC	Aug 5, 2019	Oct 28, 2021	815	Firm change after gap	RIA to state RIA
AMERITAS ADVISORY SERVICES	ALPHASTAR CAPITAL MANAGEMENT	Oct 27, 2014	Aug 13, 2018	1,386	Firm change after gap	Other
CARILLON INVESTMENTS, INC.	AMERITAS ADVISORY SERVICES	Jun 30, 2006	Jun 30, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ WOODGREEN ADVISORY, LLCRegistered adviserregistration: current employment
Oct 28, 2021 to presentfactForm ADV
→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Aug 13, 2018 to Aug 5, 2019factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 30, 2006 to Oct 27, 2014factForm ADV
→ CARILLON INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 31, 2001 to Jun 30, 2006factForm ADV

Dated events

No dated event names this entity yet.