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John Allen Medina

Mwa Financial Services Inc.

Sharpsburg, GA

CRD 7363135

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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
GA RA APPROVED 2024-03-07
  • GA RA
    APPROVED
    Since 2024-03-07

Branch Locations

6549 Hwy 54 Suite D, Sharpsburg, GA 30277 • 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
Dekalb County Police Department Tucker GA 06/1997 09/2020
Modern Woodmen Of America Rock Island IL 11/2020 Present
Mwa Financial Services Inc Rock Island IL 05/2021 Present
  • 06/1997 → 09/2020
    Dekalb County Police Department
    Tucker, GA
  • 11/2020 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 05/2021 → Present
    Rock Island, IL
Other Businesses

1)Country Junction Soaps LLC noninv Senoia GA gift shop 6/2005 5noninv 0inv Part owner (inactive)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2021-07-28
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2021-07-28

View on SEC IAPD

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