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

Feb 8, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

17

Exams

S65|S63

First exam

Feb 8, 1996

First registration

Jul 30, 2003

Dual registered

yes, broker-dealer

IAPD individual key

2693031

• Occurred

  Dec 1, 2023
  Advisor changed firm

  Dail Brown Blake left Money Concepts Advisory Service for Umb Financial Services, Inc. (registered 2025-08-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e63ce95b-a396-93fd-6c96-37082b104c8f

First observed

Jul 30, 2003

Last observed

Sep 16, 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.