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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-30 |
| IL | RA | APPROVED | 2001-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cozad Asset Management | Champaign | IL | 09/1998 | Present |
| M Holdings Securities, Inc. | Portland | OR | 08/2009 | 09/2021 |
1) TAX PREPARATION SERVICES PROVIDED THROUGH MANAGED TAX SERVICES, LLC; 2501 GALEN DRIVE, CHAMPAIGN, IL 61821; 7/1/1998; TAX PREPARATION AND PLANNING; NOT INVESTMENT RELATED; 20-80 HOURS PER MONTH - SOME HOURS DURING NORMAL BUSINESS HOURS; FEES BILLED. 2) LICENSED INSURANCE PROFESSIONAL; 7/1/1998; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 0 HOURS/MONTH DURING BUSINES HOURS; COMMISSIONS. 3) BLURRY AMBITION, INVESTMENT CLUB; 2608 S NOTTINGHAM CT, CHAMPAIGN, IL 61821; MEMBER, 11/2000-PRESENT; INVESTMENT RELATED; 1 HOUR/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; INVESTMENT EARNINGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-02 |
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