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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-18 |
| CA | RA | APPROVED | 2022-02-17 |
Branch Locations
23441 S. Pointe Drive Suite 110, Laguna Hills, CA 92653 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 08/2008 | Present |
| Mwa Financial Services, Inc. | Rock Island | IL | 06/2009 | Present |
1) Lincoln Financial inv Radnor PA Insurance Agent 6/18 1noninv/inv servicing one case
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-06 |
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