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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-18 |
| IL | RA | APPROVED | 2021-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin Hood, Llc | Champaign | IL | 01/2002 | 11/2021 |
| Cozad Asset Management | Champaign | IL | 11/2021 | Present |
1) Managed Tax Services, LLC; 2501 Galen Drive, Champaign, IL 61821; 11/2021; Enrolled Agent/Accountant; Tax preparation and consulting; Not investment related; 80 hours/month during business hours; percentage of fees billed received. 2) Champaign County CASA; 301 S Vine St, Urbana, IL 61801; Board Treasurer; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No compensation. 3) Salt and Light; 1819 Philo Rd, Urbana, IL 61802; Board Member; Not Investment Related; 1 hour/month; 0 hours/month during business hours; No compensation. 4) Covenant Fellowship Church; 202 W Illinois St, Urbana, IL 61801; Head of Finance Committee; Not Investment Related; 4 hours/month; 0 hours/month during business hours. No compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-20 |
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