# ISIS LASHAE WAITES

ISIS LASHAE WAITES is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with TEMPERANCE FINANCIAL SERVICES, LTD. CO.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TEMPERANCE FINANCIAL SERVICES, LTD. CO](https://search.stillhousedata.com/firm/334004) | 2025-01-29 | present | Yes |
| [ADVOCACY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141943) | 2024-03-19 | 2024-09-11 | — |
| [ABG FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/170225) | 2023-01-24 | 2023-12-20 | — |
| [POLARIS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/305777) | 2020-07-15 | 2023-01-04 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2019-09-03 | 2020-06-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6804210)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6804210.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.