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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-04-07 |
| CO | RA | APPROVED | 2025-03-20 |
| MO | RA | APPROVED | 2024-03-08 |
Branch Locations
1010 Grand, Kansas City, MO 64106 • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Bank | Kansas City | MO | 06/2013 | Present |
| Umb Financial Services Inc | Kansas City | MO | 11/2023 | Present |
1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 06/01/2013, 152 hours per month allocated to UMB Bank during normal business hours 2) Nelson Hill LLC, non-investment related, handmade leather golf goods, 20 - 40 hours per month, $10,000 annually
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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