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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-21 |
| NY | RA | APPROVED | 2024-10-29 |
| MT | RA | APPROVED | 2023-01-06 |
| OR | RA | APPROVED | 2022-12-01 |
| TX | RA | APPROVED_RES | 2022-09-28 |
| AZ | RA | APPROVED | 2021-01-15 |
| NV | RA | APPROVED | 2019-10-01 |
| IL | RA | APPROVED | 2018-04-16 |
| UT | RA | APPROVED | 2017-11-09 |
| NC | RA | APPROVED | 2017-11-08 |
| IN | RA | APPROVED | 2010-07-27 |
| CO | RA | APPROVED | 2009-06-22 |
| KS | RA | APPROVED | 2007-12-01 |
| MO | RA | APPROVED | 2006-04-06 |
Branch Locations
7700 Forsyth Blvd Suite 120, Clayton, MO 63105 • United States
9957 Winghaven Blvd, O'FAllon, MO 63368 • United States
426 N Kirkwood Rd, St Louis, MO 63122 • United States
4200 W 115Th Street, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Financial Services Inc | Ferguson | MO | 04/2006 | Present |
| Umb Insurance Inc | Ferguson | MO | 04/2006 | Present |
| Umb Bank | Ferguson | MO | 04/2006 | Present |
1) UMB Insurance, investment-related, 928 Grand Blvd., Kansas City, MO, 64106, fixed rate insurance products and services, licensed agent, start date 04/03/2006, 8 hours per month allocated to UMB Insurance during normal business hours. 2) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 04/03/2006, 8 hours per month allocated to UMB Bank during normal business hours. 3) P'hiancial Holdings LLC, Purchasing vacation property, 133 Harbor Ct., Fenton, MO 63026, Co-Owner, 0 Comp so far, purchasing a vacation property w/ a friend and we decided to form an LLC. We are going to rent it out eventually but primarily for family use.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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