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Linda Carol Ayotte

Mwa Financial Services Inc.

Panama City Beach, FL

CRD 5916499

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Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mwa Financial Services Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-08
AL RA APPROVED 2026-06-05
TX RA APPROVED 2026-06-05
  • FL RA
    APPROVED
    Since 2026-06-08
  • AL RA
    APPROVED
    Since 2026-06-05
  • TX RA
    APPROVED
    Since 2026-06-05

Branch Locations

Panama City Beach, FL • 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
Modern Woodmen Of America Rock Island IL 06/2010 Present
Mwa Financial Services Inc. Rock Island IL 04/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
S63 Uniform Securities Agent State Law Examination 2012-01-06
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02
  • S63 Uniform Securities Agent State Law Examination
    2012-01-06
Other Names
  • Linda Carol Gray Ayotte
  • Linda Winkle
  • Linda Inskeep

View on SEC IAPD

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