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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-13 |
| MO | RA | APPROVED | 2026-05-13 |
Branch Locations
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
4200 W 115Th Street - Suite #100, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 01/2007 | 07/2021 |
| Lpl Financial Llc | Overland Park | KS | 07/2021 | 09/2021 |
| Umb Bank | Kansas City | MO | 09/2021 | Present |
| Umb Financial Services Inc | Kansas City | MO | 10/2021 | Present |
1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 09/27/21, 152 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-03 |
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