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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-22 |
| SC | RA | APPROVED | 2026-07-22 |
Branch Locations
1611 Jones Franklin Road Suite 109, Raleigh, NC 27606 • 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 |
| Capel Rugs | Raleigh | NC | 09/2022 | 03/2026 |
| William Peace University | Raleigh | NC | 08/2021 | 05/2025 |
| Eijkelkamp North America | Wilmington | NC | 07/2021 | 08/2021 |
| Athens Drive Magnet High School | Raleigh | NC | 08/2017 | 06/2021 |
| Aquatic Management Group | Raleigh | NC | 05/2018 | 09/2020 |
| Bawna Logistics | Cary | NC | 05/2018 | 08/2021 |
| Lufkin Road Middle School | Apex | NC | 07/2015 | 06/2017 |
| Mwa Financial Services, Inc. | Rock Island | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-10 |
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