# MATTHEW DAVID DONOVAN

MATTHEW DAVID DONOVAN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 9 firms. Currently registered with WHITETAIL WEALTH MANAGEMENT, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WHITETAIL WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/321186) | 2022-09-23 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-12-16 | 2021-10-22 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2012-09-18 | 2015-05-13 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2009-08-27 | 2012-09-19 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2007-04-26 | 2009-08-12 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2006-12-11 | 2007-03-14 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2006-05-04 | 2006-06-30 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2006-04-12 | 2006-04-18 | — |
| [CETERA INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/15340) | 2005-11-11 | 2006-02-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1220849)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1220849.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.