Donovan J. Malone
Professional summary
Donovan Joseph Malone, CFP®, who also goes by Don Malone, is a registered financial advisor currently at GREENBOOK FINANCIAL located in Oakland, California.
Donovan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Donovan has worked at 7 firms and has passed the Series 63, Series 3, SIE, Series 34, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donovan Joseph Malone's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
May 11, 2026 - Present
GREENBOOK FINANCIAL
March 21, 2022 - August 14, 2023
CHARLES SCHWAB & CO., INC.
March 21, 2022 - August 14, 2023
CHARLES SCHWAB & CO., INC.
January 10, 2019 - June 1, 2022
TD AMERITRADE, INC.
January 10, 2019 - June 1, 2022
TD AMERITRADE CLEARING, INC.
March 10, 2014 - April 25, 2017
J.P. MORGAN SECURITIES LLC
August 29, 2013 - February 26, 2014
OPTIONSXPRESS, INC.
June 9, 2012 - August 21, 2013
SCOTTRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2026)
Exams
Current Firm
GREENBOOK FINANCIAL
CRD#: 341212 / SEC#:
Contact information
Red Flags
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