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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-18 |
Branch Locations
4200 W 115Th St Suite #100, Leawood, KS 66211 • United States
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank, Na | Kansas City | MO | 05/2024 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Solodry | Edmond | OK | 03/2024 | 05/2024 |
| Learfield | Lawrence | KS | 07/2022 | 03/2024 |
| Opendorse | Remote | KS | 03/2022 | 07/2022 |
| Learfield | Lawrence | KS | 08/2021 | 03/2022 |
| Jayhawk Club | Lawrence | KS | 05/2020 | 08/2021 |
| Bishop Seabury | Lawrence | KS | 10/2018 | 05/2020 |
| All In Sports Kansas City | Overland Park | KS | 05/2016 | 10/2018 |
UMB Bank, NA, investment related, 1010 Grand Blvd - 3rd FL, KC MO 64106, Financial Planning, Sr Financial Planner, 05/2024, 160 hours per month; 140 hours per month during trading hours, Duties include data gathering and Financial Planning assessment and recommendation development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
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