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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 03/2013 | 08/2020 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 11/2017 | 05/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 05/2021 | 08/2021 |
| Creative Planning Llc | Overland Park | KS | 08/2021 | 06/2022 |
| American Century Investment Services, Inc. | Kansas City | MO | 06/2022 | 09/2022 |
| Mariner Wealth Advisors | Overland Park | KS | 09/2022 | 01/2023 |
| True Peace Financial Solutions | Overland Park | KS | 04/2023 | 08/2023 |
| Doordash | Overland Park | KS | 01/2023 | 04/2023 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 08/2023 | 04/2025 |
| Unemployed | Overland Park | KS | 04/2025 | 06/2025 |
| Ycharts | Overland Park | KS | 06/2025 | 10/2025 |
| Umb Bank | Leawood | KS | 10/2025 | Present |
| Umb Financial Services Inc | Leawood | KS | 11/2025 | Present |
UMB Bank, n.a., investment-related, 928 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 11/14/2025, 152 hours per month allocated to UMB Bank during normal business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
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