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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landaas & Company | Milwaukee | WI | 05/2014 | 02/2023 |
| Jpmorgan Chase Bank Na | Milwaukee | WI | 04/2023 | 11/2024 |
| Jpmorgan Securities Llc | Milwaukee | WI | 04/2023 | 11/2024 |
| Unemployed | Milwaukee | WI | 03/2023 | 03/2023 |
| Umb Bank, Na | Kansas City | MO | 02/2025 | Present |
| Umb Private Wealth Management Llc | Kansas City | MO | 05/2026 | Present |
| Htlf | Milwaukee | WI | 11/2024 | 02/2025 |
Entity Name: Restoring Lands: A Wisconsin Land Trust, non-investment related, 200 Wisconsin St, West Bend WI 53095, Nonprofit, Secretary and General Board Member, 01/01/2023 Approximate # of hours a week: 0-10, Approximate # of hours during securities trading hours: 0; Restoring Lands: A Wisconsin Land Trust is a public land trust/environmental non-profit focused on conservation and public access in the Milwaukee River watershed across Milwaukee, Ozaukee and Washington counties. Duties include serving on the following committees: executive, governance, and development/communications. UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Investment Strategist, 160 hours per month, 140 hours per month during trading, Duties include coordinating investment reviews on complex investment situations, present investment recommendations, keep clients updated, informed and educated regarding markets and their portfolio, prepare reports as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
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