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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-03-16 |
Branch Locations
1670 Broadway, Denver, CO 80202 • United States
4200 W 115Th Street, Leawood, KS 66211 • United States
Thornton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Denver | CO | 05/2010 | Present |
| Umb Financial Services Inc | Denver | CO | 02/2015 | Present |
| Umb Insurance Inc | Denver | CO | 02/2015 | Present |
1) UMB Insurance, investment-related, 928 Grand Blvd., Kansas City, MO, 64106, fixed rate insurance products and services, licensed agent, start date 02/13/15, 8 hours per month allocated to UMB Insurance during normal business hours. 2) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 05/03/10, 144 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-16 |
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