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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
| OH | RA | APPROVED | 2026-07-28 |
| PA | RA | APPROVED | 2026-07-22 |
| GA | RA | APPROVED | 2026-07-20 |
| HI | RA | APPROVED | 2024-12-02 |
| WI | RA | APPROVED | 2023-11-20 |
| NC | RA | APPROVED | 2022-06-30 |
| IN | RA | APPROVED | 2018-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwa Financial Services Inc | Rock Island | IL | 08/2014 | Present |
| Modern Woodmen Of America | Rock Island | IL | 08/2014 | Present |
| Franklin College | Franklin | IN | 10/2022 | 12/2022 |
1)Various Insurance (Voya) Inv Greenwood, IN; Agent 04/18; 0noninv/0 inv 2) Lucas Hill Properties, LLC. Investment Related. Greenwood, IN. 11/2024 Owner of rental property. 0 noninv/0 inv.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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