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928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-11 |
Branch Locations
4200 W 115Th Street, Leawood, KS 66211 • United States
1670 Broadway, Denver, CO 80202 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Bank | Denver | CO | 06/2014 | 08/2022 |
| Umb Bank | Denver | CO | 08/2022 | Present |
| Umb Financial Services Inc | Denver | CO | 10/2023 | Present |
1) Fourth Street Investments LLC, 0 Comp, rental property, 2 hrs per week, 2200 W 34th Ave, Denver, CO 80211 2) Airbnb, short term rental of personal residence, 2200 West 34th Ave, Denver, CO 80211, landlord / Airbnb manager, 4 hrs per week, no salary 3) Black Canyon Capital LLC, Real Estate Investments, 49.5% owner, member, 2 hrs per month, 0 comp, member payout approx $10,000 annually 4) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 08/29/2022, 152 hours per month allocated to UMB Bank during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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