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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-13 |
| CA | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
3420 E. Shea Blvd. Suite 200, Phoenix, AZ 85028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services Inc. | Fort Worth | TX | 02/2026 | 04/2026 |
| Tucson Toothtown 4 Kids | Tucson | AZ | 02/2025 | 11/2025 |
| Taylor Tax Strategy | Louisville | KY | 06/2024 | 09/2024 |
| Carrillo Advisory Llc | Dallas | TX | 01/2021 | 08/2024 |
| United States Air Force | Tucson | AZ | 05/2012 | 05/2019 |
| College Of Biomedical Equipment Technology | Tucson | AZ | 09/2024 | 02/2026 |
| Valencia Excavation Llc | Tucson | AZ | 06/2019 | 01/2020 |
| Grand Canyon University | Tucson | AZ | 01/2020 | 05/2023 |
| Symmetry Financial Group (Quility) | Swannanoa | NC | 05/2026 | 05/2026 |
| Modern Woodmen Of America | Rock Island | IL | 06/2026 | Present |
| Mwa Financial Services, Inc. | Rock Island | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-27 |
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