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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 03/2010 | 10/2017 |
| Mwa Finanacial Services Inc. | Rock Island | IL | 04/2010 | 10/2017 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 09/2017 | 06/2019 |
| Woodmen Financial Services, Inc. | Omaha | NE | 10/2017 | 06/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 07/2019 | 02/2022 |
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2019 | 02/2022 |
| Modern Woodmen Of America | Rock Island | IL | 03/2022 | Present |
| Mwa Financial Services Inc | Rock Island | IL | 03/2022 | Present |
| Specialized Security Consultants | Mt Juliet | TN | 06/2020 | Present |
1)Specialized Security Consultants noninv Mt Juliet TN Security services 6/2020 40noninv Armed security guard for professional sporting events.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-10 |
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