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Current Employers
Umb Financial Services, Inc.

928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-03-19
  • MO RA
    APPROVED
    Since 2026-03-19

Branch Locations

Blue Springs, MO • United States

928 Grand, Kansas City, MO 64106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2024 → Present
    Umb Bank
    Kansas City, MO
  • 12/2025 → Present
    Kansas City, MO
  • 08/2022 → 05/2024
    Lowes
    Lee Summit, MO
  • 01/2015 → 05/2025
    Full Time Student
    Grain Valley, MO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-17
  • S66 Uniform Combined State Law Examination
    2026-03-17

View on SEC IAPD

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