Best Investors Account Sign in

Christopher Jeffrey Schultz

Mwa Financial Services Inc.

Punta Gorda, FL

Claim This Profile
Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-04
  • FL RA
    APPROVED
    Since 2025-02-04

Branch Locations

265 E Marion Ave. Unit 116, Punta Gorda, FL 33950 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modern Woodmen Of America Rock Island IL 02/2016 Present
Mwa Financial Services Inc Rock Island IL 01/2017 Present
Zija International Port Charlotte FL 05/2018 06/2019
  • 02/2016 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 01/2017 → Present
    Mwa Financial Services Inc
    Rock Island, IL
  • 05/2018 → 06/2019
    Zija International
    Port Charlotte, FL
Other Businesses

RV Rentals, Punta Gorda, FL. Owner. 5/2024. 3 Non-Inv/0 Inv.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-05
S63 Uniform Securities Agent State Law Examination 2021-09-02
  • S66 Uniform Combined State Law Examination
    2024-09-05
  • S63 Uniform Securities Agent State Law Examination
    2021-09-02
Other Names
  • Chris Schultz

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.
KOVACK ADVISORS, INC.
CWM ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY

Other Investors

THADDEUS PAUL OBECNY
Timothy Andrew Meyer
Catherine Poole
Tiffany Lynne Meyer
ERIC FRANKLIN CAPLINGER
JOSHUA MICHAEL HOWELL
CHRISTOPHER MICHAEL HERNDON NEAL
SOMMER TENELLE O'NEIL

Other Offices

CETERA INVESTMENT ADVISERS LLC · Punta Gorda, FL
EDWARD JONES · PUNTA GORDA, FL
CETERA INVESTMENT ADVISERS LLC · PUNTA GORDA, FL
PROSPERA FINANCIAL SERVICES, INC. · Punta Gorda, FL
CETERA INVESTMENT ADVISERS LLC · PUNTA GORDA, FL
KOVACK ADVISORS, INC. · Punta Gorda, FL
CWM ADVISORY, LLC · Punta Gorda, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PUNTA GORDA, FL

More in Punta Gorda, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor