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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
| CT | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED_RES | 2024-11-27 |
| AZ | RA | APPROVED | 2023-09-13 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| CO | RA | APPROVED | 2023-08-29 |
| IA | RA | APPROVED | 2023-08-29 |
| KS | RA | APPROVED | 2023-08-29 |
| MI | RA | APPROVED | 2023-08-29 |
| MO | RA | APPROVED | 2023-08-29 |
Branch Locations
1900 Shawnee Mission Pkwy Ste 110, Mission Woods, KS 66205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Financial Services Inc | Raytown | MO | 03/2008 | 08/2023 |
| Umb Insurance Inc | Raytown | MO | 03/2008 | 08/2023 |
| Umb Bank | Raytown | MO | 03/2008 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Mission Woods | KS | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-20 |
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