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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-09 |
| IL | RA | APPROVED | 2020-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 09/2019 | 09/2021 |
| Cozad Asset Management | Champaign | IL | 09/2019 | Present |
| Bank Of America Corporation | Charlotte | NC | 02/2014 | 07/2019 |
1) Managed Tax Services, LLC; 2501 Galen Drive, Champaign, IL 61821; 03/2008, CPA/Accountant; Tax preparation and consulting; Not Investment Related; 20 hours/month; 20 hours/month during business hours; Percentage of fees received. 2) Independent Insurance Professional; 05/2023, Insurance Sales; Not investment related; 2 hours per month; 1 hour per month during business hours; commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-17 |
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