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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 09/2009 | 09/2021 |
| Cozad Asset Management, Inc. | Champaign | IL | 03/2008 | Present |
1) S. Craig Kiddoo, CPA; 609 West Church Street, Savoy, IL 61874; 09/25/2009; Sole Proprietor; Tax preparation and consulting; Not Investment Related; 1 hours/month; 0 hours/month during business hours; Ownership. 2) Managed Tax Services, LLC; 2501 Galen Drive, Champaign, IL 61821; 08/15/2016; CPA/Accountant; Tax preparation and consulting; Not Investment Related; 30 hours/month; 20 hours/month during business hours; No additional compensation. 3) Licensed Insurance Professional; 6/30/13; Fixed Insurance Products; Not Investment Related; 2 hours/month; 2 hours/month during business hours; No additional compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-15 |
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