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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-12-14 |
Branch Locations
928 Grand, Kansas City, MO 64106 • United States
Olathe, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 08/2013 | 10/2018 |
| Communityamerica Financial Solutions | Lenexa | KS | 10/2018 | 03/2021 |
| Unemployed | Olathe | KS | 03/2021 | 11/2021 |
| Amazon | Edgerton | KS | 11/2021 | 12/2021 |
| Umb Financial Services Inc | Kansas City | MO | 12/2021 | Present |
UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, line of business oversight, start date 05/08/2023, 8 hours per month allocated to UMB Bank during normal business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-15 |
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