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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-24 |
| NM | RA | APPROVED | 2026-05-27 |
| IN | RA | APPROVED | 2026-05-22 |
| KS | RA | APPROVED | 2026-05-22 |
| OR | RA | APPROVED | 2026-05-22 |
| MO | RA | APPROVED | 2026-05-13 |
Branch Locations
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
4900 Main St, Kansas City, MO 64112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stepp & Rothwell, Inc. | Overland Park | KS | 06/2023 | 03/2026 |
| Rockhurst University | Kansas City | MO | 08/2019 | 05/2023 |
| Northpoint Development | Kansas City | MO | 05/2022 | 08/2022 |
| Veterans United Home Loans | Columbia | MO | 05/2021 | 08/2021 |
| Fr. Tolton Catholic High School | Columbia | MO | 08/2015 | 05/2019 |
| Umb Bank, N.A. | Kansas City | MO | 03/2026 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
1) UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Wealth Advisor, 03/2026, 160 hours/month, 140 hours/month during trading. Duties include Relationship management with existing clients and delivering holistic financial planning with clients 2) Financial Planning Association of Greater KC, investment related, PO BOX 4303, Topeka 66604, promote the importance of financial planning, Treasurer, 01/01/2025, 4 hours per month during business hours, 4 hours per month during trading hours, duties include reviewing financials, report financial standing to the board, forecast income and expenses, recommend any necessary actions to improve the financial standing of the organization
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