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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-07 |
| LA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
2901 Caballo Ranch Blvd. Suite 12C, Cedar Park, TX 78641 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 11/2025 | Present |
| Impact Infusion Corporation | Austin | TX | 07/2025 | 11/2025 |
| Paragon Healthcare Inc | Austin | TX | 09/2022 | 07/2025 |
| Texas Orthopedics | Austin | TX | 12/2021 | 09/2022 |
| Central Texas Rehab Hospital | Austin | TX | 02/2021 | 12/2021 |
| Dell Seton Medical Center | Austin | TX | 10/2017 | 02/2021 |
| University Of Texas Medical Branch | Galveston | TX | 09/2016 | 10/2017 |
| Mwa Financial Services, Inc. | Rock Island | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-13 |
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