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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-31 |
| MO | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Overland Park | KS | 03/2010 | 12/2022 |
| Charles Schwab And Co., Inc. | Overland Park | KS | 03/2010 | 01/2024 |
| Charles Schwab Bank, Ssb | Leawood | KS | 03/2010 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 02/2024 | 01/2025 |
| Bank Of America, N.A. | Leawood | KS | 02/2024 | 01/2025 |
| Retirement Solutions Group | Overland Park | KS | 01/2025 | 06/2026 |
| Unemployed | Greenwood | MO | 06/2026 | 08/2026 |
| Umb Bank | Kansas City | MO | 08/2026 | Present |
| Umb Financial Services Inc | Leawood | KS | 08/2026 | Present |
1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 08/31/2026, 8 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
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