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 17, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 17, 1998

First registration

Jul 25, 2011

Dual registered

yes, broker-dealer

Other names

MATT REEVES

IAPD individual key

3087396

• Occurred

  Oct 10, 2024
  Advisor changed firm

  Matthew Kirk Reeves left Lpl Financial Llc for Umb Financial Services, Inc. (registered 2025-01-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a3f69445-8ca5-cb8d-20d1-df847d3b1032

First observed

Jul 25, 2011

Last observed

Sep 14, 2026 5 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.