STEVEN KENNETH UMSTEAD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2024-01-03 | present | Yes |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2020-05-24 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-09-18 | 2018-01-08 | — |
| PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | 2011-01-28 | 2013-09-03 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-02-07 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-03-30 | 2009-06-01 | — |
| STRATEGIC ADVISERS LLC | 2003-01-14 | 2007-04-04 | — |