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Elizabeth Susan Umstead

Edward Jones

Spring Hill, FL

St. Louis, MO

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-07-18
TX RA APPROVED_RES 2025-07-11
FL RA APPROVED 2024-12-06
  • MO RA
    APPROVED
    Since 2025-07-18
  • TX RA
    APPROVED_RES
    Since 2025-07-11
  • FL RA
    APPROVED
    Since 2024-12-06

Branch Locations

Spring Hill, FL • United States

12555 Manchester Road, St. Louis, MO 63131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Access Health Care Physicians, Llc Spring Hill FL 10/2018 01/2021
Homemaker And Home School Teacher Spring Hill FL 05/2015 10/2018
First Command Fort Worth TX 06/2020 01/2021
First Command Advisory Services Fort Worth TX 01/2021 07/2024
Edward Jones St. Louis MO 12/2024 Present
Homemaker And Home School Teacher Spring Hill FL 07/2024 11/2024
Kennedy Wealth Management Tampa FL 05/2022 07/2024
Self Employed Tampa FL 10/2021 05/2022
  • 10/2018 → 01/2021
    Access Health Care Physicians, Llc
    Spring Hill, FL
  • 05/2015 → 10/2018
    Homemaker And Home School Teacher
    Spring Hill, FL
  • 06/2020 → 01/2021
    First Command
    Fort Worth, TX
  • 01/2021 → 07/2024
    Fort Worth, TX
  • 12/2024 → Present
    St. Louis, MO
  • 07/2024 → 11/2024
    Homemaker And Home School Teacher
    Spring Hill, FL
  • 05/2022 → 07/2024
    Kennedy Wealth Management
    Tampa, FL
  • 10/2021 → 05/2022
    Self Employed
    Tampa, FL
Previous Registrations
Other Businesses

Amway Type of business: Direct Marketing Spring Hill, FL Start date: 6/1/1998 IBO Hours per week: 1 Hours during trading: 0 Monitor online customer sales and service any existing customer orders. * KAM 10T III DAE Type of business: Digital Asset Ecosystem New York, NY Start date: 12/1/2021 0 Hours per week: 0 Hours during trading: 0 LPT * Society Nashville-915 Div Crowdstreet Investors LLC Type of business: Residential Commercial Real Estate Miami, FL Start date: 7/27/2022 0 Hours per week: 0 Hours during trading: 0 LPT * Michael (Roberts) and Elizabeth Umstead Family Trust Type of business: Trust Spring Hill, FL Start date: 4/12/2021 Co-Trustee Hours per week: 0 Hours during trading: 0 Co-Trustee of Family Trust

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-05
  • S66 Uniform Combined State Law Examination
    2020-12-05
Other Names
  • Elizabeth Susan Stalder
  • Elizabeth Susan Hagan
  • Elizabeth Susan Umstead
  • Elizabeth Umstead

View on SEC IAPD

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