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 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

Aug 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 8, 2021

First registration

Apr 19, 2021

Dual registered

yes, broker-dealer

Other names

CANDACE LARAE MONTOYA

IAPD individual key

5910726

• Occurred

  Feb 15, 2026
  Advisor changed firm

  Candace L. Montoya left J.P. Morgan Securities Llc for Umb Financial Services, Inc. (registered 2026-03-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:995f6172-91d7-9dbc-cd84-dee457e545e3

First observed

Apr 19, 2021

Last observed

Sep 15, 2026 4 days 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.