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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-09-09 |
Branch Locations
7700 Forsyth Blvd Suite 120, Clayton, MO 63105 • United States
4200 W 115Th Street, Leawood, KS 66211 • United States
Fenton, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimum Wealth Management, Llc | St. Louis | MO | 06/2013 | 07/2016 |
| Umb Bank | St Louis | MO | 08/2016 | Present |
| Umb Financial Services Inc | St Louis | MO | 08/2016 | Present |
UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 08/22/16, 152 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-28 |
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