| Name: | UMB Fund Services, Inc. |
| Jurisdiction: | Idaho |
| Legal type: | Foreign Business Corporation |
| Status: | Active-Good Standing |
| Date of registration: | 15 Aug 2019 (5 years ago) |
| Financial Date End: | 31 Aug 2025 |
| Entity Number: | 3596385 |
| Place of Formation: | WISCONSIN |
| File Number: | 677188 |
| Principal Address: | CORPORATE LEGAL 235 W GALENA STREET MILWAUKEE, WI 53212 |
| Mailing Address: | CORPORATE LEGAL 235 W GALENA ST MILWAUKEE, WI 53212-3948 |
| Name | Role | Address |
|---|---|---|
| UNITED AGENT GROUP INC. | Agent | 950 W BANNOCK ST #1100, BOISE, ID 83702 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| James Cornelius | President | 928 GRAND BLVD, KANSAS CITY, MO 64106 | 2020-09-02 | 2023-07-05 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Phillip Mason | Director | 235 W GALENA STREET, MILWAUKEE, WI 53212 | 2024-07-10 |
| Jill Calton | Director | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2023-07-05 |
| Maureen Quill | Director | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2023-07-05 |
| James Cornelius | Director | 235 W GALENA STREET, MILWAUKEE, WI 53212 | 2023-07-05 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Carla Green | Treasurer | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2023-07-05 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Wade DeArmond | Secretary | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2023-07-05 |
| Jason Bartel | Secretary | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2024-07-10 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Jill Calton | Vice President | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2024-07-10 |
| Jason Bartel | Vice President | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2024-07-10 |
| Mackenzie Johnson | Vice President | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2024-07-10 |
| Maureen Quill | Vice President | 235 W GALENA ST, MILWAUKEE, WI 53212-3948 | 2024-07-10 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005815341 | 2024-07-10 |
| Annual Report | 0005303042 | 2023-07-05 |
| Annual Report | 0004802950 | 2022-07-05 |
| Annual Report | 0004391435 | 2021-08-24 |
| Change of Registered Office/Agent/Both (by Entity) | 0004035642 | 2020-10-15 |
| Annual Report | 0003991109 | 2020-09-02 |
| Initial Filing | 0003596385 | 2019-08-15 |
Date of last update: 31 Dec 2024
Sources: Idaho Secretary of State
