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Current Employers
Umb Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-05-05
  • MO RA
    APPROVED
    Since 2022-05-05

Branch Locations

2 South Broadway, St. Louis, MO 63102 • United States

St Louis, MO • 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
University Of Dayton Dayton OH 08/2017 12/2020
Synergy Wealth Solutions Chesterfied MO 06/2019 07/2019
Evergy Kansas City MO 06/2020 08/2020
Renaissance Financial St Louis MO 12/2020 06/2021
Unemployed St Louis MO 07/2021 10/2021
Umb Bank St Louis MO 10/2021 Present
Student Chesterfield MO 08/2013 05/2017
Umb Financial Services Inc St Louis MO 10/2021 Present
  • 08/2017 → 12/2020
    University Of Dayton
    Dayton, OH
  • 06/2019 → 07/2019
    Synergy Wealth Solutions
    Chesterfied, MO
  • 06/2020 → 08/2020
    Evergy
    Kansas City, MO
  • 12/2020 → 06/2021
    Renaissance Financial
    St Louis, MO
  • 07/2021 → 10/2021
    Unemployed
    St Louis, MO
  • 10/2021 → Present
    Umb Bank
    St Louis, MO
  • 08/2013 → 05/2017
    Student
    Chesterfield, MO
  • 10/2021 → Present
    St Louis, MO
Other Businesses

UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 10/04/21, 152 hours per month allocated to UMB Bank during normal business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-03
  • S66 Uniform Combined State Law Examination
    2022-05-03

View on SEC IAPD

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