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Jeffrey Clay Lockamon

Mwa Financial Services Inc.

Wilmington, NC

CRD 6875345

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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
NC RA APPROVED 2020-07-20
  • NC RA
    APPROVED
    Since 2020-07-20

Branch Locations

1427 Military Cutoff Rd. Suite 208, Wilmington, NC 28403 • 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
Modern Woodmen Of America Rock Island IL 08/2017 Present
University Of North Carolina Wilmington Wilmington NC 08/2013 08/2017
Mwa Financial Services Inc Rock Island IL 12/2017 Present
  • 08/2017 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 08/2013 → 08/2017
    University Of North Carolina Wilmington
    Wilmington, NC
  • 12/2017 → Present
    Mwa Financial Services Inc
    Rock Island, IL
Other Businesses

1)Heel Hawk Properties LLC inv Roanoke Rapids NC Part owner 3/2021 0inv/noninv established for office building purchase

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-02
S63 Uniform Securities Agent State Law Examination 2017-12-16
  • S66 Uniform Combined State Law Examination
    2020-07-02
  • S63 Uniform Securities Agent State Law Examination
    2017-12-16

View on SEC IAPD

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Nearby Investors

MATTHEW STEPHEN BENNETT
Gary R Bechtold
EDWARD MONTGOMERY KNOX

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

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