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Jeffrey Scott Donovan

Btc Financial Management Co.

Bethany, MO

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Current Employers
Btc Financial Management Co.

3606 Miller Street, Bethany, MO 64424 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-10-06
MO RA APPROVED 2014-05-01
  • IA RA
    APPROVED
    Since 2025-10-06
  • MO RA
    APPROVED
    Since 2014-05-01

Branch Locations

3606 Miller Street, Bethany, MO 64424 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Btc Bank Bethany MO 08/2011 Present
Btc Financial Management Co Bethany MO 12/2013 Present
Previous Registrations
  • 2012-02-15 → 2013-12-31
    Cedar Rapids, IA
    Bethany, MO
  • 2010-06-08 → 2011-05-10
    Cedar Rapids, IA
    Gallatin, MO
  • 2006-02-21 → 2009-12-10
    Lawing Financial Inc
    Overland Park, KS
  • 2002-03-25 → 2006-02-13
    Banc Of America Investment Services, Inc.
    Olathe, KS
Other Businesses

BTC BANK. 3606 MILLER ST. BETHANY, MO 64424. CROP INSURANCE DEPARTMENT & TRUST DEPARTMENT, STARTED 08/2011, 20HRS A MONTH ALL DURING SECURITIES HOURS, ADVISE TRUST DEPARTMENT AND CROP INSURANCE AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-12
S63 Uniform Securities Agent State Law Examination 1998-12-28
  • S65 Uniform Investment Adviser Law Examination
    2002-03-12
  • S63 Uniform Securities Agent State Law Examination
    1998-12-28
Other Names
  • Jeff Donovan

View on SEC IAPD

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