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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

ADAM KEITH PERKINS

Advisor at UMB FINANCIAL SERVICES, INC.

Leawood, KS | St Louis, MO | O'Fallon, MO | CLAYTON, MO

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Search this name across graphsid dfx:ria:49e302e9-6fe0-8fea-2068-0d1a6cd79b9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 9, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UMB FINANCIAL SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 15, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 14
Exams: S65|S63
First exam: Sep 15, 2000
First registration: Sep 9, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 4240388

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UMB FINANCIAL SERVICES, INC.	Independent wealth	Apr 6, 2006	n/a	yes	CLAYTON, MO\|O'Fallon, MO\|St Louis, MO\|Leawood, KS	Current employment
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 19, 2005	Apr 6, 2006	no	CHESTERFIELD, MO\|ST. LOUIS, MO	Previous registration
UMB FINANCIAL SERVICES, INC.	Independent wealth	Feb 13, 2004	Aug 23, 2005	no	FERGUSON, MO	Previous registration
QUICK & REILLY, INC.	n/a	Sep 9, 2002	Feb 10, 2003	no	CLAYTON, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANC OF AMERICA INVESTMENT SERVICES, INC.	UMB FINANCIAL SERVICES, INC.	Apr 6, 2006	Apr 6, 2006	0	Firm change	Other
UMB FINANCIAL SERVICES, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 23, 2005	Aug 19, 2005	-4	Firm change	Other
QUICK & REILLY, INC.	UMB FINANCIAL SERVICES, INC.	Feb 10, 2003	Feb 13, 2004	368	Firm change	Other

Relationships

Registered with (3)

→ UMB FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 13, 2004 to Aug 23, 2005factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 19, 2005 to Apr 6, 2006factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Sep 9, 2002 to Feb 10, 2003factForm ADV

Dated events

No dated event names this entity yet.