0000780789-24-000001.txt : 20240131
0000780789-24-000001.hdr.sgml : 20240131
20240131163351
ACCESSION NUMBER: 0000780789-24-000001
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: BUCK,MELISSA,LYNN,
FILED AS OF DATE: 20240131
DATE AS OF CHANGE: 20240131
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: UMB FINANCIAL SERVICES, INC.
CENTRAL INDEX KEY: 0000780789
ORGANIZATION NAME:
IRS NUMBER: 431381257
STATE OF INCORPORATION: MO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05578
FILM NUMBER: 24583418
BUSINESS ADDRESS:
STREET 1: 928 GRAND AVENUE
CITY: KANSAS CITY
STATE: MO
ZIP: 64106
BUSINESS PHONE: 816-860-8790
MAIL ADDRESS:
STREET 1: 928 GRAND AVENUE
CITY: KANSAS CITY
STATE: MO
ZIP: 64106
FORMER COMPANY:
FORMER CONFORMED NAME: UMB SCOUT BROKERAGE SERVICES, INC.
DATE OF NAME CHANGE: 20020611
FORMER COMPANY:
FORMER CONFORMED NAME: UMB SCOUT BROKERAGE SERVICES INC /BD
DATE OF NAME CHANGE: 20020611
FORMER COMPANY:
FORMER CONFORMED NAME: SCOUT BROKERAGE SERVICES INC
DATE OF NAME CHANGE: 19980519
MA-I/A
1
primary_doc.xml
MA-I/A
0000780789
XXXXXXXX
Christopher Long
816-860-8763
christopher.long@umb.com
Angie.Gates@umb.com
christopher.long@umb.com
Jeffrey.Maxwell@umb.com
N
0000780789-22-000010
N
Melissa
Lynn
Buck
6403255
N
1
0000780789
UMB FINANCIAL SERVICES, INC.
08-30-2021
N
867-02509
SUPERVISED
08-30-2021
928 GRAND AVENUE
KANSAS CITY
MO
64106
LOCATED
08-30-2021
1670 Broadway
Denver
CO
80202
08-2021
UMB Financial Services, Inc.
Kansas City
MO
64106
Y
N
SVP Municipal Advisor
06-2018
08-2021
Ehlers & Associates
Denver
CO
80237
Y
N
Municipal Advisor
01-2017
06-2018
Wells Fargo
Denver
CO
80202
N
N
Portfolio Manager 2
03-2016
01-2017
Unemployed
New York
NY
10023
N
N
unemployed
09-2014
03-2016
Macquarie Capital Markets
New York
NY
10011
N
N
Senior Associate
06-2010
09-2014
Assured Guaranty
New York
NY
10011
N
N
Credit Analyst
Y
01-2022
MSYBS, LLC
412 S Emerson St
Denver
CO
80209
N
N
bookkeeping support
officer
0
Melissa was named as an officer so that in the event her husband (entity founder) dies or is incapacitated, she can take care of business-related things. She has no involvement in the management and day-to-day activities at this time.
01-2022
UMB Bank, n.a.
928 Grand Blvd.
Kansas City
MO
64106
N
Y
Municipal Bank Dealer
Public Finance Banker
10
Dual employee of UMB Financial Services, Inc., and its affiliate, UMB Bank, n.a. Duties with UMB Bank, n.a., include public finance responsibilities with the Capital Markets group.
01-2024
Colorado Enterprise Fund
1888 Sherman Street
Suite 530
Denver
CO
80203
N
N
Not for profit lending institution offering loans to small businesses unable to get traditional bank financing
Board Member
1
Duties are primary to provide general guidance to the Colorado Enterprise Fund as a Board Member and provide input on their financial management
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
01-31-2024
Jeffrey Maxwell
CAO