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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-18 |
Branch Locations
4900 Main , Kansas City, MO 64112 • 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 |
|---|---|---|---|---|
| Demarche | Overland Park | KS | 02/2022 | 06/2024 |
| Umb Financial Corp | Kansas City | MO | 06/2024 | 05/2026 |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Minnesota Life Insurance Company | St Paul | MN | 01/2021 | 02/2022 |
| Securian Financial Services Inc | St Paul | MN | 01/2021 | 02/2022 |
| Renaissance Financial | Overland Park | KS | 01/2021 | 02/2022 |
| On The Border | Leawood | KS | 05/2018 | 10/2020 |
| Big Biscuit | Overland Park | KS | 05/2018 | 08/2018 |
| Nolan Law Firm | Kirksville | MO | 05/2019 | 08/2019 |
| Walgreens | Leawood | KS | 09/2015 | 10/2016 |
| Blue Valley High School | Overland Park | KS | 08/2013 | 06/2017 |
| Truman State University | Kirksville | MO | 07/2017 | 05/2021 |
UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Investment Strategist, 06/2024, 160 hours per month, 140 hours per month during trading, Duties include coordinating investment reviews on complex investment situations, present investment recommendations, keep clients updated, informed and educated regarding markets and their portfolio, prepare reports as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-05 |
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