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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keen Wealth Advisors | Overland Park | KS | 08/2021 | 05/2022 |
| Bambu | Kansas City | MO | 12/2018 | 07/2021 |
| Regal Nails | Gardner | KS | 01/2016 | 07/2021 |
| Keen Wealth Advisors | Overland Park | KS | 05/2022 | 11/2025 |
| Umb Bank, N.A. | Kansas City | MO | 01/2026 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
UMB Bank, investment related, 1010 Grand Blvd 3rd FL Kansas City, MO 64106, investment research/trading, 01/2026, 140 hours per month, 120 hours per month during trading, duties include research of possible investment related vehicles, analyzing market trends, monitoring portfolio risk exposure as needed, executing trades and providing support services to other investment team members
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-29 |
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