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Advisor at FIRST NATIONAL ADVISERS, LLC
Kansas City, MO | OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRST NATIONAL ADVISERS, LLC | Mixed wealth | Jul 29, 2026 | n/a | yes | Kansas City, MO|OMAHA, NE | Current employment |
| UMB PRIVATE WEALTH MANAGEMENT, LLC | Mixed wealth | May 12, 2026 | Jun 1, 2026 | no | KANSAS CITY, MO | Previous registration |
| UMB FINANCIAL SERVICES, INC. | Independent wealth | Feb 15, 2023 | Apr 14, 2026 | no | KANSAS CITY, MO|Leawood, KS|Kansas City, MO|Kansas City, MO | Previous registration |
| TRIUNE FINANCIAL PARTNERS, LLC | Independent wealth | Sep 28, 2021 | Jan 27, 2023 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UMB PRIVATE WEALTH MANAGEMENT, LLC | FIRST NATIONAL ADVISERS, LLC | Jun 1, 2026 | Jul 29, 2026 | 58 | Firm change | Other |
| UMB FINANCIAL SERVICES, INC. | UMB PRIVATE WEALTH MANAGEMENT, LLC | Apr 14, 2026 | May 12, 2026 | 28 | Firm change | Other |
| TRIUNE FINANCIAL PARTNERS, LLC | UMB FINANCIAL SERVICES, INC. | Jan 27, 2023 | Feb 15, 2023 | 19 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306374:277146:MO:2026-06-01 | Jun 1, 2026 | Jul 29, 2026 | KANSAS CITY, MO | Firm change |
| 17073:306374:MO:2026-04-14 | Apr 14, 2026 | May 12, 2026 | KANSAS CITY, MO | Firm change |