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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-12 |
Branch Locations
4900 Main St, Kansas City, MO 64112 • United States
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank, N.A. | Kansas City | MO | 05/2024 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Unemployed | Shawnee | KS | 12/2021 | 05/2024 |
| Waddell & Reed Financial / Ivy Investments | Overland Park | KS | 08/2007 | 11/2021 |
1) UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Investment Strategist, 05/2024, 160 hours per month, 140 hours per month during trading, Duties include coordinating investment reviews on complex investment situations, present investment recommendations, keep clients updated, informed and educated regarding markets and their portfolio, prepare reports as needed 2) Will M Ensley Memorial Scholarship Foundation, non-investment related, 4652 Black Swan Drive, Shawnee KS 66216, Board Member, start date 2024, 1/2 hour per month, 0 hours per trading hours, The 17-year-old son of one of my best friends was killed in a car accident on the way to swim practice nearly three years ago. I serve as a board member for the Foundation, where I help select candidates for the scholarships that the Foundation awards every year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
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