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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| MN | RA | APPROVED | 2025-10-21 |
| CA | RA | APPROVED | 2023-05-17 |
| CO | RA | APPROVED | 2023-05-17 |
| MD | RA | APPROVED | 2023-05-17 |
| NC | RA | APPROVED | 2023-05-17 |
| SC | RA | APPROVED | 2023-05-17 |
| MO | RA | APPROVED | 2021-12-08 |
| IL | RA | APPROVED | 2021-11-15 |
Branch Locations
101 N. High Street, Belleville, IL 62220-1484 • United States
401 N Bluff Rd, Collinsville, IL 62234 • United States
827 Arnold Commons Drive, Arnold, MO 63010 • United States
4200 W 115Th Street, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | St Louis | MO | 04/2013 | 11/2018 |
| Unemployed | Columbia | IL | 11/2018 | 08/2021 |
| Umb Bank | Belleville | IL | 08/2021 | Present |
| Umb Financial Services Inc | Belleville | IL | 09/2021 | Present |
1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 08/30/2021, 8 hours per month allocated to UMB Bank during normal business hours 2) Sint Maarten Condo Rental, Comp unknown at the is time and will be based on rentals,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
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