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Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-07
  • MI RA
    APPROVED
    Since 2025-12-07

Branch Locations

890 3 Mile Road Nw Suite 1, Grand Rapids, MI 49544 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwn Securities Inc. Palm Beach Gardens FL 11/2012 08/2024
Modern Woodmen Of America Rock Island IL 05/2025 Present
Mwa Financial Services, Inc. Rock Island IL 06/2025 Present
Grand Valley State University Grand Rapids MI 01/2016 Present
  • 11/2012 → 08/2024
    Palm Beach Gardens, FL
  • 05/2025 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 06/2025 → Present
    Rock Island, IL
  • 01/2016 → Present
    Grand Valley State University
    Grand Rapids, MI
Previous Registrations
  • 2012-12-11 → 2024-09-04
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Grand Rapids, MI
    Grand Rapids, MI
  • 2010-02-11 → 2012-12-13
    Usa Wealth Management Llc
    Grand Rapids, MI
  • 2006-03-24 → 2010-01-29
    Beavercreek, OH
Other Businesses

Grand Valley State University, non-inv. Allendale, MI. 12/2015 Professor, Chief of Marketing Department, 16 non-inv/16 inv.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-20
S63 Uniform Securities Agent State Law Examination 1997-02-14
  • S65 Uniform Investment Adviser Law Examination
    2006-04-20
  • S63 Uniform Securities Agent State Law Examination
    1997-02-14

View on SEC IAPD

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