Ralph David Janitell

Current Employers

Employment History

• 01/2001 → 04/2017
  Water Rights
  Centennial, CO
• 09/2014 → 04/2017
  Waddell & Reed, Inc
  Denver, CO
• 09/2014 → 04/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Centennial, CO
• 01/2015 → 11/2016
  Rmmrc
  Aurora, CO
• 05/2017 → 01/2021
  Valic Financial Advisors, Inc.
  Lakewood, CO
• 01/2021 → 08/2022
  Kestra Investment Services, Llc
  Denver, CO
• 01/2021 → 08/2022
  Catalyst Retirement Advisors
  Denver, CO
• 01/2021 → 08/2022
  Kestra Advisory Services, Llc
  Denver, CO
• 08/2022 → 02/2023
  First Western Trust
  Denver, CO
• 02/2023 → 03/2026
  City Of Centennial
  Centennial, CO
• 08/2023 → 02/2025
  Htlf
  Denver, CO
• 02/2025 → Present
  Umb Bank N.A.
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management Llc
  Kansas City, MO

Previous Registrations

• 2021-01-04 → 2022-08-05
  Kestra Advisory Services, Llc
  Denver, CO
• 2017-05-03 → 2021-02-03
  Valic Financial Advisors, Inc.
  Lakewood, CO
• 2014-09-30 → 2017-05-02
  Waddell & Reed
  Denver, CO
• 2014-01-09 → 2014-09-02
  1St Consumer Advisory Group Llc
  Greenwood Village, CO
  Greenwood Village, CO
• 2013-01-31 → 2014-01-13
  Waddell & Reed
  Denver, CO
• 2012-07-24 → 2013-01-29
  Lpl Financial Llc
  Fort Mill, SC
  Broomfield, CO
• 2007-02-26 → 2012-07-12
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
  Denver, CO

Other Businesses

City of Centennial Chairman of Investment Committee. Investment related city of Centennial Started in 2023 1 hour a month no time dedicated during trading hours Conduct quarterly meetings to review investment management presentation. not responsible for trades or investment decisions GARDEN VALLEY WATER AND SANITATION DISTRICT; non-investment related, 2840 South Circle Drive, Colo Spgs CO 80906, board member, Board position (Board of Directors, Board of Trustees, etc.) NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 ; START DATE: 05/03/2022; Duties include act as a board member in decision making process regarding maintenance and general day to day upkeep of systems oversee income and expenses and balance sheet. make sure that bills are paid on time for water management services etc. UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Wealth Advisor, 07/2025, 40 hours/month, 30 hours/month during trading. Duties include Relationship management with existing clients and delivering holistic financial planning with clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-29
• S63 Uniform Securities Agent State Law Examination
  1985-01-15

Other Names

• Ralph David Janitell
• Ralph David Janitell
• Ralph Janitell