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1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-13 |
| CA | RA | APPROVED | 2026-05-12 |
| HI | RA | APPROVED | 2026-05-12 |
| IL | RA | APPROVED | 2026-05-12 |
| IA | RA | APPROVED | 2026-05-12 |
| MI | RA | APPROVED | 2026-05-12 |
| MN | RA | APPROVED | 2026-05-12 |
| OR | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
7701 France Ave S, Edina, MN 55435 • United States
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Minneapolis | MN | 07/2014 | 03/2017 |
| Umb Bank | Kansas City | MO | 03/2023 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
| Tealwood Asset Management | Minneapolis | MN | 03/2017 | 03/2023 |
UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Wealth Advisor, (Start Date), 40 hours/month, 30 hours/month during trading. Duties include Relationship management with existing clients and holistic financial planning with clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-07 |
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