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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-11 |
Branch Locations
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
4200 W. 115Th St - Suite #100, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Wichita | KS | 06/2009 | Present |
| Umb Financial Services Inc | Wichita | KS | 06/2009 | 05/2026 |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
UMB Bank, NA, investment related, 1010 Grand Blvd - 3rd FL, KC MO 64106, Financial Planning, Sr Financial Planner, 06/2009, 160 hours per month; 140 hours per month during trading hours, Duties include data gathering and Financial Planning assessment and recommendation development
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-07 |
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