Best Investors
Account
Sign in
Best Investors
Account
Sign in
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-11 |
| KY | RA | APPROVED | 2026-05-11 |
| MO | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank N.A. | Kansas City | MO | 05/2022 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Fifth Third Bank | Cincinnati | OH | 08/2016 | 05/2022 |
1) E & J Trailer / Ample Leasing / Fume Capital, non-investment related, treasurer of small business(es) owned in partnerships 1/1/2025 - 40hrs/month, board member of transportation company; 2) UMB Bank, N.A. investment Related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, investment management, Director of Asset Allocation, 05/2022, 120 hours per month, 100 hours per month during trading, Duties include determing strategic asset allocation for model portfolios, reviewing options for making tactical adjustments, and collaborating with other team members such as investment strategies when needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
Reach out to this advisor