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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-04 |
| MO | RA | APPROVED | 2025-10-20 |
| ID | RA | APPROVED | 2025-08-27 |
| CA | RA | APPROVED | 2022-04-20 |
Branch Locations
72650 Fred Waring Drive Suite 202, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shutter Wise Inc. | Bermuda Dunes | CA | 01/2013 | 10/2016 |
| Modern Woodmen Of America | Rock Island | IL | 11/2016 | Present |
| Mwa Financial Services Inc | Rock Island | IL | 07/2017 | Present |
| Blue Shield Ca | Oakland | CA | 06/2020 | 02/2022 |
1) Kingman Property Trust inv LaQuinta CA Family owned rental property 6/19 0noninv/inv Aunt is the manager/fiduciary 2) BA Beneteau Properties, LLC, inv. related. Palm Desert, CA. 12/2025. Owner, commercial office building. 1 non-inv./0 inv.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-13 |
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