Best Investors Account Sign in
Current Employers
Umb Financial Services, Inc.

928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-03
  • PA RA
    APPROVED
    Since 2026-06-03

Branch Locations

10 South Broadway, St. Louis, MO 63102 • United States

Allentown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Professionals Inc San Antonio TX 06/2012 09/2018
Umb Financial Services Inc Kansas City MO 06/2026 Present
Umb Bank Kansas City MO 05/2026 Present
Ameriprise Financial Services, Inc Bethlehem PA 06/2018 03/2020
Ameriprise Financial Services, Llc Schnecksville PA 03/2020 05/2026
  • 06/2012 → 09/2018
    Investment Professionals Inc
    San Antonio, TX
  • 06/2026 → Present
    Kansas City, MO
  • 05/2026 → Present
    Umb Bank
    Kansas City, MO
  • 06/2018 → 03/2020
    Ameriprise Financial Services, Inc
    Bethlehem, PA
  • 03/2020 → 05/2026
    Schnecksville, PA
Previous Registrations
  • 2018-09-01 → 2026-06-05
    Schnecksville, PA
    Allentown, PA
  • 2012-09-27 → 2018-09-25
    Investment Professionals, Inc.
    San Antonio, TX
    Bethlehem, PA
Other Businesses

(1) Business Ownership; Abraham LLC; member; Real Estate; 2090 East Whitten Street, , Chandler, AZ, 85225; Not Investment-Related; 06/01/2019; 0 hours per month; 0 during trading hours. (2) Beekeeper/Sole proprietor. Periodic sales from apiary.; 117 Susquehanna Trail, Allentown, PA, 18104; Not Investment-Related; 08/01/2022; 20 hours per month; 0 during trading hours. (3) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 05/29/2026, 152 hours per month allocated to UMB Bank during normal business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-26
S63 Uniform Securities Agent State Law Examination 2011-12-29
  • S66 Uniform Combined State Law Examination
    2012-09-26
  • S63 Uniform Securities Agent State Law Examination
    2011-12-29
Other Names
  • Andrei Weber
  • Andrei Zolotarev

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor