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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-21 |
| MN | RA | APPROVED | 2026-05-12 |
| KS | RA | APPROVED | 2026-05-11 |
| MO | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 07/2014 | 10/2017 |
| Bank Of America, N.A. | Kansas City | MO | 07/2014 | 10/2017 |
| Umb Bank | Kansas City | MO | 11/2017 | Present |
| Umb Financial Services Inc | Kansas City | MO | 11/2017 | 05/2026 |
| Umb Private Wealth Management Llc | Kansas City | MO | 05/2026 | Present |
1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 11/01/17, 152 hours per month allocated to UMB Bank during normal business hours. 2) Colonial Presbyterian Church, Non-Profit, OP KS, Elder Board Member, 5 hrs weekly, 0 comp. 3) Evangelical Presbyterian Church, Church Planting Board, Orlando, FL, Board Member, 2x a year board meeting, 2 hour calls monthly, 0 comp, volunteer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
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