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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-10 |
| MI | RA | APPROVED | 2025-09-02 |
| GA | RA | APPROVED | 2025-06-03 |
| FL | RA | APPROVED | 2025-03-20 |
| AZ | RA | APPROVED | 2025-02-26 |
| PA | RA | APPROVED | 2022-07-21 |
| NC | RA | APPROVED | 2021-09-24 |
| CA | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2020-05-18 |
| SC | RA | APPROVED | 2020-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 08/2017 | Present |
| Berkeley County School District | Moncks Corner | SC | 08/2014 | 08/2017 |
| Mwa Financial Services Inc | Rock Island | IL | 01/2018 | Present |
Step by Step Financial Services, LLC, non-investment. Summerville, SC. 5/2025. Owner. 60 inv/60 non-inv.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-12 |
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