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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-19 |
Branch Locations
Blue Springs, MO • United States
928 Grand, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 05/2024 | Present |
| Umb Financial Services Inc | Kansas City | MO | 12/2025 | Present |
| Lowes | Lee Summit | MO | 08/2022 | 05/2024 |
| Full Time Student | Grain Valley | MO | 01/2015 | 05/2025 |
UMB Bank, n.a., investment-related, 928 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 07/21/2025, 152 hours per month allocated to UMB Bank during normal business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
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