Xinhong Liu

Current Employers

Financial Planning, Asset Management

Champaign, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2020-02-19

IL RA
APPROVED

Since 2020-02-19

Branch Locations

Champaign, IL • 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

Organization	City	State	From	To
M Holdings Securities, Inc.	Portland	OR	07/2016	07/2019
Cozad Asset Management, Inc.	Champaign	IL	07/2016	07/2019

07/2016 → 07/2019

M Holdings Securities, Inc.

Portland, OR
07/2016 → 07/2019

Cozad Asset Management, Inc.

Champaign, IL

Previous Registrations

2017-01-24 → 2019-07-23

Cozad Asset Management Inc

Champaign, IL

Other Businesses

(1) CHINESE AMERICAN ASSOCIATION OF CENTRAL ILLINOIS; PO BOX 2276, CHAMPAIGN, IL 61825; 1/1/2018; TREASURER; NOT INVESTMENT RELATED; 10 HOURS/MONTH, 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-09-06

S66 Uniform Combined State Law Examination

2016-09-06

Designations

Other Names

Cindy Liu

View on SEC IAPD