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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-30 |
| WI | RA | APPROVED | 2026-07-29 |
| KS | RA | APPROVED | 2026-06-09 |
| UT | RA | APPROVED | 2025-08-01 |
| CA | RA | APPROVED | 2025-05-22 |
Branch Locations
23441 S. Pointe Drive Suite 110, Laguna Hills, CA 92653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 10/2024 | Present |
| Nukemdukem Inc. | Lake Forest | CA | 02/2018 | Present |
| Epgr Lawyers | Orange | CA | 06/2023 | 01/2024 |
| Mwa Financial Services, Inc. | Rock Island | IL | 02/2025 | Present |
| Self-Employed | Irvine | CA | 02/2012 | 02/2018 |
1) Notary, Non-Inv. Related. 6/2021. Lake Forest, CA. Notary services provided. 20 Non-Inv/0 Inv. 2) NukemDukem Inc., Non-Inv. Related. 2/2018. Lake Forest, CA. Owner. 30 Non-Inv/ 0 Inv. 3) Uber/Lyft Non-Inv. Related. 4/2021. Ride Share Driver. 7 Non-Inv/ 0 Inv.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-11 |
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