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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 02/2025 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Htlf Bank N.A. | Madison | WI | 11/2018 | 01/2025 |
| Bmo Harris Bank | Madison | WI | 06/2014 | 11/2018 |
UMB Bank, NA, investment related, 1010 Grand Blvd - 3rd FL, KC MO 64106, Financial Planning, Sr Financial Planner, 02/01/2025, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
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