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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 10/1999 | 05/2026 |
| Umb Financial Services Inc | Kansas City | MO | 02/2006 | 05/2026 |
| Umb Insurance Inc | Kansas City | MO | 12/2013 | 05/2026 |
| Raymond James Financial Services, Inc. | Kansas City | MO | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Kansas City | MO | 05/2026 | Present |
(1)Name of Business: First Investments and Planning Address: 1 Ward Parkway, Kansas City, MO, 64112-2169, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Support (2)Name of Business: First National Bank of Omaha Address: 1 Ward Parkway, Kansas City, MO, 64112-2169, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-27 |
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