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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-09 |
| AZ | RA | APPROVED | 2026-05-29 |
| MA | RA | APPROVED | 2026-05-28 |
| FL | RA | APPROVED | 2026-05-20 |
| CA | RA | APPROVED | 2026-05-14 |
| IN | RA | APPROVED | 2026-05-14 |
| MN | RA | APPROVED | 2026-05-14 |
| PA | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED_RES | 2026-05-14 |
| VA | RA | APPROVED | 2026-05-14 |
| CO | RA | APPROVED | 2026-05-13 |
| KS | RA | APPROVED | 2026-05-13 |
| MO | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 08/2007 | Present |
| Umb Financial Services Inc | Kansas City | MO | 09/2007 | 05/2026 |
| Umb Insurance Inc | Kansas City | MO | 10/2007 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
1) Church of the Resurrection Foundation Board of Directors Investment Committee, Not for Profit Religious (Church), 13720 Roe Ave, Leawood, KS 66224, Investment Committee Member; then Investment Committee Chair - Oversight and review of investments. 2) UMB Insurance, investment-related, 928 Grand Blvd., Kansas City, MO, 64106, fixed rate insurance products and services, licensed agent, start date 10/26/07, 8 hours per month allocated to UMB Insurance during normal business hours. 3) UMB Bank, N.A., investment-related, 1010 Grand Blvd., 3rd FL Kansas City, MO, 64106, investment management services, Wealth Advisor, start date 08/27/07, 144 hours per month allocated to UMB Bank during normal business hours. Duties include Relationship management with existing clients and working with entire team to deliver holistic wealth planning to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-24 |
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