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Joseph Rene Soucy

Mwa Financial Services Inc.

Salem, NH

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Current Employers
Mwa Financial Services Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-02-06
VT RA APPROVED 2026-02-06
MA RA APPROVED 2024-06-10
  • NH RA
    APPROVED
    Since 2026-02-06
  • VT RA
    APPROVED
    Since 2026-02-06
  • MA RA
    APPROVED
    Since 2024-06-10

Branch Locations

93 Stiles Road Units 203 & 204, Salem, NH 03079 • 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 01/2012 Present
Mwa Financial Services Inc. Rock Island IL 02/2012 Present
Sacred Heart Parish Bradford MA 12/2019 12/2021
Small Business Strong Boston MA 10/2021 07/2022
  • 01/2012 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 02/2012 → Present
    Mwa Financial Services Inc.
    Rock Island, IL
  • 12/2019 → 12/2021
    Sacred Heart Parish
    Bradford, MA
  • 10/2021 → 07/2022
    Small Business Strong
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-24
S63 Uniform Securities Agent State Law Examination 2012-03-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-24
  • S63 Uniform Securities Agent State Law Examination
    2012-03-16

View on SEC IAPD

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