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Current Employers
Umb Financial Services, Inc.

928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2014-01-17
  • MO RA
    APPROVED
    Since 2014-01-17

Branch Locations

928 Grand, Kansas City, MO 64106 • United States

Overland Park, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umb Bank Kansas City MO 06/2005 Present
Umb Financial Services Inc Kansas City MO 09/2013 Present
Other Businesses

1) EBAY, BUY AND SELL COLLECTIBLES, 04/2003, HOME ADDRESS, 10 HRS PER MONTH, O HRS DURING TRADING, 2) St. Michael's Veterans Center, Non-Profit, 3838 Chelsea Dr, Kansas City, MO 64128, Board member, 4 hours/month, $0 Comp. 3) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 06/13/05, 152 hours per month allocated to UMB Bank during normal business hours. 4) Inclusion Connections, 2073 E Santa Fe, Olathe, KS 66062, $0 Comp, Board of Directors, 2 hrs per week, Non-Profit organization

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-16
  • S66 Uniform Combined State Law Examination
    2014-01-16

View on SEC IAPD

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