Financial advisor
Isaiah Mundell
Now at Osaic · Signature Private Wealth Management · Waterloo, IA
Registered as ISAIAH JAMES MUNDELL
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Signature Private Wealth Management | Wells Fargo FiNet | Osaic | Lateral | June 18, 2026 | $300M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| OSAIC WEALTH, INC. | Investment adviser | May 14, 2026 | Current |
| OSAIC WEALTH, INC. | Broker-dealer | May 14, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | February 5, 2021 | May 21, 2026 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | February 5, 2021 | May 21, 2026 |
| ROBINHOOD FINANCIAL, LLC | Broker-dealer | August 26, 2020 | January 31, 2021 |
| USAA INVESTMENT SERVICES COMPANY | Broker-dealer | June 8, 2020 | July 22, 2020 |
| USAA FINANCIAL ADVISORS, INC. | Broker-dealer | March 22, 2019 | June 8, 2020 |
| USAA INVESTMENT SERVICES COMPANY | Investment adviser | March 22, 2019 | July 22, 2020 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Investment adviser | March 12, 2019 | March 20, 2019 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | January 3, 2019 | March 20, 2019 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.