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Advisor at MWA FINANCIAL SERVICES, INC.
Grand Rapids, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Dec 7, 2025 | n/a | yes | Grand Rapids, MI | Current employment |
| GWN SECURITIES INC. | Bd affiliated wealth | Dec 11, 2012 | Sep 4, 2024 | no | PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|GRAND RAPIDS, MI|GRAND RAPIDS, MI | Previous registration |
| USA WEALTH MANAGEMENT LLC | Former SEC adviser | Feb 11, 2010 | Dec 13, 2012 | no | GRAND RAPIDS, MI | Previous registration |
| WESTMINSTER FINANCIAL ADVISORY CORP | Independent wealth | Mar 24, 2006 | Jan 29, 2010 | no | BEAVERCREEK, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GWN SECURITIES INC. | MWA FINANCIAL SERVICES, INC. | Sep 4, 2024 | Dec 7, 2025 | 459 | Firm change after gap | Ibd to ibd |
| USA WEALTH MANAGEMENT LLC | GWN SECURITIES INC. | Dec 13, 2012 | Dec 11, 2012 | -2 | Firm change | Other |
| WESTMINSTER FINANCIAL ADVISORY CORP | USA WEALTH MANAGEMENT LLC | Jan 29, 2010 | Feb 11, 2010 | 13 | Firm change | Other |