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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2017-11-13 |
| KS | RA | APPROVED | 2013-05-07 |
| MO | RA | APPROVED | 2012-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 09/2010 | Present |
| Umb Financial Services Inc | Kansas City | MO | 09/2010 | Present |
| Umb Insurance Inc | Kansas City | MO | 09/2010 | Present |
1) Big Brothers Big Sisters, Non Profit / Charity, 1709 Walnut St, Kansas City, MO 64108, Big Brother / Mentor to a child in a single parent home, Andrew Long, 4 hours per week, 0 comp 2) UMB Insurance, investment-related, 928 Grand Blvd., Kansas City, MO, 64106, fixed rate insurance products and services, licensed agent, start date 09/07/2010, 8 hours per month allocated to UMB Insurance during normal business hours. 3) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 09/07/2010, 144 hours per month allocated to UMB Bank during normal business hours. 4) • UMB Private Wealth Management, LLC, investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, client referral program (no involvement with managing the referred client’s assets), start date 08/12/2026, referrals occur infrequently with no set hours per month referring potential clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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