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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-01 |
| MO | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Umb Bank, N.a. | Kansas City | MO | 08/2021 | Present |
| American Century Investments | Kansas City | MO | 12/2017 | 08/2021 |
| Scout Investments | Kansas City | MO | 12/2014 | 12/2017 |
UMB Bank, N.A., investment related, 1010 Grand Blvd - 3rd FL, Kansas City, MO 64106, investment management, Investment Research Associate Sr (Mgr) , 12/2014, 160 hours per month; 140 hours per month during trading hours, duties include leading research efforts, managing team, providing strategic insight to support investment decisions.
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