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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-06-02 |
| OK | RA | APPROVED | 2026-05-14 |
| SC | RA | APPROVED | 2026-04-15 |
| MI | RA | APPROVED | 2025-09-25 |
| FL | RA | APPROVED | 2025-09-24 |
| WY | RA | APPROVED | 2025-09-03 |
| KY | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED_RES | 2025-08-29 |
| CO | RA | APPROVED | 2025-08-28 |
| IA | RA | APPROVED | 2025-08-28 |
| MN | RA | APPROVED | 2025-08-28 |
| NC | RA | APPROVED | 2025-08-28 |
| KS | RA | APPROVED | 2025-08-18 |
| MO | RA | APPROVED | 2025-08-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Club Financial Services, Inc. | Kansas City | MO | 01/2002 | 12/2017 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 11/2017 | 11/2023 |
| Salvation Army | Kansas City | MO | 12/2023 | 08/2025 |
| Umb Financial Services Inc | Kansas City | MO | 08/2025 | Present |
| Umb Bank | Kansas City | MO | 08/2025 | Present |
UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 08/18/2025, 8 hours per month allocated to UMB Bank during normal business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-08 |
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