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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-03 |
| MO | RA | APPROVED | 2018-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central States Capital Markets Llc | Kansas City | MO | 09/2011 | 01/2018 |
| Umb Bank | Kansas City | MO | 01/2018 | Present |
| Umb Financial Services Inc | Kansas City | MO | 01/2018 | Present |
1) Owner of Sutherland Automotive, part-time job, currently sales & service of vintage automobiles. 2) Partner in family business, Sutherland Lumber Co, No function, No Compensation, Passive Family Ownership. 3) Historic Sports Car Racing LLC, videos for promotional purposes, daily fee. 4) Run Social Media Sites for HSR, $500 a month comp, semi-autonomous trading program, data is being bought and a model is trying to be built. There are no solicitations as of yet and no program just raw data. 5) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 01/29/18, 152 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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