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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-23 |
| AZ | RA | APPROVED | 2026-06-11 |
| MA | RA | APPROVED | 2026-06-09 |
| FL | RA | APPROVED | 2026-05-15 |
| NE | RA | APPROVED | 2026-05-12 |
| NM | RA | APPROVED | 2026-05-12 |
| CA | RA | APPROVED | 2026-05-11 |
| CO | RA | APPROVED | 2026-05-11 |
| IL | RA | APPROVED | 2026-05-11 |
| IN | RA | APPROVED | 2026-05-11 |
| IA | RA | APPROVED | 2026-05-11 |
| KS | RA | APPROVED | 2026-05-11 |
| ME | RA | APPROVED | 2026-05-11 |
| MI | RA | APPROVED | 2026-05-11 |
| MN | RA | APPROVED | 2026-05-11 |
| MO | RA | APPROVED | 2026-05-11 |
| NY | RA | APPROVED | 2026-05-11 |
| NC | RA | APPROVED | 2026-05-11 |
| OK | RA | APPROVED | 2026-05-11 |
| OR | RA | APPROVED | 2026-05-11 |
| SC | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
| WI | RA | APPROVED | 2026-05-11 |
Branch Locations
4200 W 115Th St - #100, Overland Park, KS 66211 • United States
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Charlotte | NC | 08/2016 | 03/2021 |
| Stepp & Rothwell, Inc. | Overland Park | KS | 04/2021 | 07/2022 |
| Stepp & Rothwell, Inc. | Overland Park | KS | 07/2022 | 02/2023 |
| Stepp & Rothwell, Inc. | Overland Park | KS | 02/2023 | 05/2024 |
| Umb Bank N.A. | Kansas City | MO | 08/2025 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Range Finance | Mclean | VA | 04/2024 | 08/2025 |
1)UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Wealth Advisor, (start date), 160 hours/month, 140 hours/month during trading. Duties include Relationship management with existing clients and delivering holistic financial planning with clients 2)Boone Family Holdings, LLC, non-investment related, 14010 W 58th St, Olathe KS 66062, LLC was set up for use with the purchase of potential real estate and/or entrepreneurial business opportunities, Member, 05/20/2025, 1 hour per month; 0 hours per month during trading hours, at this time, no specific duties other than entity filings as needed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-13 |
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