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Paul David Barrish

Mwa Financial Services Inc.

Redlands, CA

CRD 2055971

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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
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

1849 W. Redlands Blvd. Suite 104, Redlands, CA 92373 • 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
Mwa Financial Services Inc. Rock Island IL 05/2006 Present
Modern Woodmen Of America Rock Island IL 03/2006 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-22
S63 Uniform Securities Agent State Law Examination 1995-09-14
  • S65 Uniform Investment Adviser Law Examination
    1999-11-22
  • S63 Uniform Securities Agent State Law Examination
    1995-09-14
Other Names
  • David Barrish
  • Paul D Barrish
  • P. David Barrish

View on SEC IAPD

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DILIGENT INVESTORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC

Nearby Investors

HENK JUERGEN FISCHER
JAMES ALLEN WILSON
CHRISTOPHER AARON PALMER

Nearby Offices

DILIGENT INVESTORS, LLC · REDLANDS, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · REDLANDS, CA
EAGLE STRATEGIES LLC · Redlands, CA

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