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Mwa Financial Services Inc. CRD 112630
$640M regulatory AUM 51 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 05/2024 | Present |
| Autostar Family Dealerships | Asheville | NC | 03/2023 | 01/2024 |
| Auto Advantage / Discovery Automotive Group | Hendersonville | NC | 10/2010 | 03/2023 |
| Mwa Financial Services Inc. | Rock Island | IL | 08/2024 | Present |
| Unemployed | Weaverville | NC | 01/2024 | 05/2024 |
1) Thin Air Holdings. Non-Investment-Related. Weaverville, NC. Owner. 3/2021 Owner, consultant to automotive dealerships. 25 Non-Inv/25 Inv. 2) Markowitz Agency Non-Investment Related. 3/2024. Agent offering automotive service contracts. 40 Non-Inv/40 Inv.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-23 |
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