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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-13 |
| MO | RA | APPROVED | 2026-05-13 |
Branch Locations
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
4200 W 115Th - #100, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Private Wealth Management Llc | Kansas City | MO | 05/2026 | Present |
| Umb Bank N.A. | Kansas City | MO | 03/2026 | Present |
| Adams Brown, Llc | Overland Park | KS | 10/2020 | 03/2026 |
| Rsmus Llp | Kansas City | MO | 03/2014 | 05/2020 |
| Self-Employed Cpa | Kansas City | MO | 05/2020 | 10/2020 |
Wealth Advisor UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, Wealth Advisor start date 03/216/26, 152 hours per month allocated to UMB Bank during normal business hours. Duties include Relationship management with existing clients and working with team members to deliver holistic wealth planning to clients SPK Partnerships, LLC, Non-Investment Related, 5410 W. 155th Terrace Overland Park, KS 66224, Consulting, Member, 2013, 1 hour per month, 0 hours during trading hours, provide accounting and finance related consultation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-21 |
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