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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
5950 Berkshire Lane - Suite #1600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Baton Rouge | LA | 09/2006 | 05/2021 |
| J.P. Morgan Chase Bank, Na | Dallas | TX | 11/2016 | 05/2021 |
| Folio Investments Inc | Frisco | TX | 05/2021 | 05/2023 |
| Goldman Sachs | Dallas | TX | 05/2021 | 05/2023 |
| Partners Finance | Houston | TX | 05/2023 | 07/2024 |
| Umb Financial Services Inc | Kansas City | MO | 07/2024 | 05/2026 |
| Umb Bank | Kansas City | MO | 07/2024 | Present |
| Umb Insurance Inc | Kansas City | MO | 07/2024 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
1) UMB Insurance, investment-related, 928 Grand Blvd., Kansas City, MO, 64106, fixed rate insurance products and services, licensed agent, start date 07/08/2024, 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 07/08/20247, 144 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-04 |
| S66 | Uniform Combined State Law Examination | 2002-07-26 |
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