Donovan Thomas Kelly

Current Employers

Employment History

• 07/1999 → Present
  Raymond James Financial Services, Inc.
  Billings, MT
• 11/2005 → Present
  Kelly Accounting
  Billings, MT
• 01/2012 → Present
  Indpeendent Financial Group
  Billings, MT

Previous Registrations

• 2009-08-17 → 2012-01-10
  Pacific West Financial Consultants Inc
  Renton, WA
  Renton, WA
• 2009-01-02 → 2009-08-14
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 1999-08-11 → 2009-01-02
  Raymond James Financial Services, Inc.
  Billings, MT
  Bozeman, MT
  Billings, MT

Other Businesses

(1) NOTARY POSITION: notary NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1996 Address: DESCRIPTION: MT NOTARY PUBLIC PROVIDING NOTARY SERVICES. (2) KELLY ACCOUNTING POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2018 ADDRESS: 3115 1st Avenue N, Billings MT 59102, United States DESCRIPTION: (5) 100% OWNER OF KELLY ACCOUNTING SINCE 01/01/2018. NON-INVESTMENT RELATED. 40% OF TIME SPENT. ACTIVITY CONDUCTED AT BUSINESS ADDRESS OF RECORD. (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1800 ADDRESS: 3115 1st Avenue N, Billings MT 59102, United States DESCRIPTION: MT INSURANCE AGENT OFFERING SALES OF VARIOUS TYPES OF INSURANCE. (4) DTK FINANCIAL SERVICES, INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 05/01/1996 Address: DESCRIPTION: 100% OWNER/INVESTMENT ADVISOR REPRESENTATIVE DBA DTK FINANCIAL SERVICES, INC. FOR MARKETING PURPOSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-07
• S63 Uniform Securities Agent State Law Examination
  1996-09-07