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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-08 |
| IL | RA | APPROVED | 2002-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cozad Asset Management Inc | Champaign | IL | 02/2002 | Present |
| M Holdings Securities, Inc. | Portland | OR | 08/2009 | 09/2021 |
1) CHAMPAIGN COUNTY TABLE TENNIS CLUB; PRESIDENT; NOT SECURITIES-RELATED; 8 HOURS/MO; 0 HOURS/MO DURING BUSINESS HOURS; OWNERSHIP, PROFITS 2) LICENSED INSURANCE PROFESSIONAL; 1/1/2002; FIXED INSURANCE PRODUCTS; NOT INVESTMENT RELATED; 4 HOURS/MONTH; 4 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-28 |
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