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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| CO | RA | APPROVED | 2026-01-05 |
| IL | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2026-01-05 |
| NJ | RA | APPROVED | 2026-01-05 |
| MA | RA | APPROVED | 2024-10-03 |
| OH | RA | APPROVED | 2024-07-11 |
| NY | RA | APPROVED | 2023-11-03 |
| WA | RA | APPROVED | 2020-06-16 |
| TX | RA | APPROVED_RES | 2020-06-11 |
| WV | RA | APPROVED | 2019-09-26 |
| PA | RA | APPROVED | 2019-07-02 |
| NC | RA | APPROVED | 2018-04-05 |
Branch Locations
1611 Jones Franklin Road Suite 109, Raleigh, NC 27606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwa Financial Services Inc | Rock Island | IL | 03/2015 | Present |
| Modern Woodmen Of America | Rock Island | IL | 03/2015 | Present |
| Revolution Mortgage | Raleigh | NC | 01/2021 | Present |
| Griffin Distribution Partners | Raleigh | NC | 02/2023 | Present |
1) McDowell & Polk, LLC inv Raleigh NC Part owner office building 11/2020 0noninv/inv 2)Revolution Mortgage inv Raleigh NC Loan originator company 1/2021 10noninv 0inv Source and develop new leads as well as follow up with potential leads/prospects 3)Griffin Distribution Partners inv Raleigh NC Annuity products 2/2023 2noninv/inv Agent selling fixed annuity 4)ZTM Financial Services LLC inv Cary NC Owner 2/2023 2noninv/inv Created for E&O Coverage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-07 |
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