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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-27 |
| MO | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank, N.a. | Kansas City | MO | 05/2022 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Plancorp Wealth Management | St. Louis | MO | 07/2018 | 05/2022 |
| Scottrade, Inc. | St. Louis | MO | 10/2016 | 05/2017 |
| Harris-Stowe State University | St. Louis | MO | 06/2015 | 05/2017 |
| Harris-Stowe State University | St. Louis | MO | 07/2014 | 05/2017 |
| Scottrade, Inc. | St. Louis | MO | 07/2017 | 07/2018 |
UMB Bank, N.A., investment related, 1010 Grand Blvd - 3rd FL, Kansas City, MO 64106, investment management, Investment Research Associate Sr , 05/2022, 160 hours per month; 140 hours per month during trading hours, duties include leading research efforts, managing team, providing strategic insight to support investment decisions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-22 |
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