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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-18 |
| IL | RA | APPROVED | 2018-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities | Portland | OR | 03/2014 | 06/2018 |
| Cozad Asset Mgmt | Champaign | IL | 01/2014 | Present |
1) Managed Tax Services, LLC; 2501 Galen Drive, Champaign, IL 61821; 01/2014; Senior Accountant; Tax preparation, planning, and research; Not Investment Related; 80 hours/month, 80 hours/month during trading hours; No additional compensation. 2) DREAAM House; 302 West Church Street, Champaign IL 61820; 06/09/2020; Board Treasurer; Establish goals & policies, provide & manage resources, approve programs; Not Investment Related; 2 hours/month; 0 hours/month during trading hours; No compensation. 3) Lincoln Christian University; 100 Campus View Drive, Lincoln, IL 62656; 05/07/2021; Trustee; Assist the board's focus and oversight of leadership tasks; Not Investment Related; 2 hours/month; 0 hours/month during trading hours; No compensation. 4) Independent Insurance Professional; 05/01/2023; Fixed Insurance Sales; Not Investment Related; 4 hours/month; 4 hours/month during trading hours; Commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-18 |
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