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

Oct 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

19

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Sep 29, 2012

First registration

Apr 15, 2015

Dual registered

no

IAPD individual key

5983666

• Occurred

  Apr 30, 2026
  Advisor changed firm

  Tylor Anthony Willis left Umb Financial Services, Inc. for Umb Private Wealth Management, Llc (registered 2026-05-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba33af8f-63a9-b6e9-f2a5-e555325077b7

First observed

Apr 15, 2015

Last observed

Sep 19, 2026 2 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.