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James Alewine

Mwa Financial Services Inc.

Arcadia, CA

CRD 7580889

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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
TX RA APPROVED_RES 2026-04-06
CA RA APPROVED 2025-01-02
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

440 E. Huntington Dr. Ste 300, Arcadia, CA 91006 • 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
Pruco Securities Llc Sherman Oaks CA 05/2022 09/2022
Los Angeles Force Los Angeles CA 10/2018 03/2021
Adp San Dimas CA 08/2018 04/2021
University Of California, Riverside (Ucr) Riverside CA 08/2013 06/2018
Riverside Carnegie Christian Schools Riverside CA 11/2017 02/2018
Coast 2 Coast Soccer Riverside CA 04/2015 03/2018
Unemployment Monrovia CA 04/2021 05/2022
Grubhub Chicago IL 10/2021 10/2022
Modern Woodmen America Rock Island IL 01/2023 Present
Mwa Financial Services Inc Rock Island IL 01/2023 Present
  • 05/2022 → 09/2022
    Pruco Securities Llc
    Sherman Oaks, CA
  • 10/2018 → 03/2021
    Los Angeles Force
    Los Angeles, CA
  • 08/2018 → 04/2021
    Adp
    San Dimas, CA
  • 08/2013 → 06/2018
    University Of California, Riverside (Ucr)
    Riverside, CA
  • 11/2017 → 02/2018
    Riverside Carnegie Christian Schools
    Riverside, CA
  • 04/2015 → 03/2018
    Coast 2 Coast Soccer
    Riverside, CA
  • 04/2021 → 05/2022
    Unemployment
    Monrovia, CA
  • 10/2021 → 10/2022
    Grubhub
    Chicago, IL
  • 01/2023 → Present
    Modern Woodmen America
    Rock Island, IL
  • 01/2023 → Present
    Mwa Financial Services Inc
    Rock Island, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-04
  • S66 Uniform Combined State Law Examination
    2023-01-04
Other Names
  • James Alewine
  • James R Alewine
  • James Alewine

View on SEC IAPD

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