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Current Employers
Umb Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-03
  • CO RA
    APPROVED
    Since 2026-03-03

Branch Locations

1670 Broadway, Denver, CO 80202 • United States

Lakewood, CO • United States

4200 W 115Th Street, Leawood, KS 66211 • 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
J.P. Morgan Securities Llc Denver CO 10/2012 09/2022
Zumba Fitness Insturctor Westminster CO 04/2016 11/2016
Jp Morgan Chase Bank, N.A. Denver CO 08/2010 09/2022
J.P. Morgan Securities Llc Denver CO 08/2024 02/2026
Jpmorgan Chase Bank, N.A. Denver CO 08/2024 02/2026
Unemployed Lakewood CO 10/2022 07/2024
Umb Financial Services Inc Denver CO 02/2026 Present
Umb Bank Denver CO 02/2026 Present
  • 10/2012 → 09/2022
    Denver, CO
  • 04/2016 → 11/2016
    Zumba Fitness Insturctor
    Westminster, CO
  • 08/2010 → 09/2022
    Jp Morgan Chase Bank, N.A.
    Denver, CO
  • 08/2024 → 02/2026
    Denver, CO
  • 08/2024 → 02/2026
    Jpmorgan Chase Bank, N.A.
    Denver, CO
  • 10/2022 → 07/2024
    Unemployed
    Lakewood, CO
  • 02/2026 → Present
    Denver, CO
  • 02/2026 → Present
    Umb Bank
    Denver, CO
Previous Registrations
  • 2024-08-26 → 2026-02-15
    Denver, CO
  • 2021-04-19 → 2022-09-27
    Denver, CO
    Denver, CO
    Denver, CO
    Denver, CO
    Edgewater, CO
    Denver, CO
    Denver, CO
    Denver, CO
    Denver, CO
    Denver, CO
    Lakewood, CO
    Denver, CO
    Arvada, CO
    Wheat Ridge, CO
    Lakewood, CO
    Arvada, CO
Other Businesses

UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 02/23/2026, 152 hours per month allocated to UMB Bank during normal business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-08
  • S66 Uniform Combined State Law Examination
    2021-04-08
Other Names
  • Candace Larae Montoya

View on SEC IAPD

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