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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Carthage | MO | 09/2013 | 11/2021 |
| Flat Branch Home Loans | Neosho | MO | 11/2021 | 05/2022 |
| Umb Bank | Springfield | MO | 06/2022 | Present |
| Umb Financial Services Inc | Springfield | MO | 08/2022 | Present |
1) Staples Livestock Co, Family farm 2) Staples Property Management, rental property, nothing investment related 3) Wildwood PTO, Parent Teacher Organization, Treasurer, PTO Board, 0 Comp 4) The Staples Joint Revocable Trust, 22446 Newton Road, Sarcoxie, MO 64862, Trustee, I am the trustee of my family trust shared with my husband. 5) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 06/06/22, 152 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-28 |
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