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.

Current firm

UMB PRIVATE WEALTH MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 7, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 7, 1999

First registration

Apr 30, 2007

Dual registered

no

Other names

KIMBERLY A HEWITT|KIM HARRISON

IAPD individual key

3262748

• Occurred

  Apr 14, 2026
  Advisor changed firm

  Kimberly Ann Gattis left Umb Financial Services, Inc. for Umb Private Wealth Management, Llc (registered 2026-05-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:365dd65e-edf8-aaf8-26c3-e0d363229e02

First observed

Apr 30, 2007

Last observed

Sep 19, 2026 17 h ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.