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Current Employers
Umb Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-05-29
  • NM RA
    APPROVED
    Since 2026-05-29

Branch Locations

Albuquerque, NM • United States

320 Gold Avenue Sw, Albuquerque, NM 87102 • United States

4200 W 115Th Street, Leawood, KS 66211 • 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 04/2023 05/2026
Student Albuquerque NM 05/2018 04/2023
T-Mobile Albuquerque NM 09/2007 05/2018
Umb Financial Services, Inc. Kansas City MO 05/2026 Present
  • 04/2023 → 05/2026
    Umb Bank
    Kansas City, MO
  • 05/2018 → 04/2023
    Student
    Albuquerque, NM
  • 09/2007 → 05/2018
    T-Mobile
    Albuquerque, NM
  • 05/2026 → Present
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12
Designations
Other Names
  • Zachary Sears

View on SEC IAPD

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