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Antonio Carrillo

Mwa Financial Services Inc.

Phoenix, AZ

CRD 8224878

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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
AZ RA APPROVED 2026-08-13
CA RA APPROVED 2026-08-07
TX RA APPROVED 2026-08-07
  • AZ RA
    APPROVED
    Since 2026-08-13
  • CA RA
    APPROVED
    Since 2026-08-07
  • TX RA
    APPROVED
    Since 2026-08-07

Branch Locations

3420 E. Shea Blvd. Suite 200, Phoenix, AZ 85028 • 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
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
  • 02/2026 → 04/2026
    First Command Brokerage Services Inc.
    Fort Worth, TX
  • 02/2025 → 11/2025
    Tucson Toothtown 4 Kids
    Tucson, AZ
  • 06/2024 → 09/2024
    Taylor Tax Strategy
    Louisville, KY
  • 01/2021 → 08/2024
    Carrillo Advisory Llc
    Dallas, TX
  • 05/2012 → 05/2019
    United States Air Force
    Tucson, AZ
  • 09/2024 → 02/2026
    College Of Biomedical Equipment Technology
    Tucson, AZ
  • 06/2019 → 01/2020
    Valencia Excavation Llc
    Tucson, AZ
  • 01/2020 → 05/2023
    Grand Canyon University
    Tucson, AZ
  • 05/2026 → 05/2026
    Symmetry Financial Group (Quility)
    Swannanoa, NC
  • 06/2026 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 06/2026 → Present
    Rock Island, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-29
S63 Uniform Securities Agent State Law Examination 2026-04-27
  • S65 Uniform Investment Adviser Law Examination
    2026-06-29
  • S63 Uniform Securities Agent State Law Examination
    2026-04-27

View on SEC IAPD

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