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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-05-05 |
Branch Locations
2 South Broadway, St. Louis, MO 63102 • United States
St Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
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