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2501 Galen Drive, Champaign, IL 61821-7005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-01 |
| TX | RA | APPROVED | 2021-10-07 |
| IL | RA | APPROVED | 1998-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cozad Asset Management, Inc | Champaign | IL | 05/1993 | Present |
| M Holdings Securities, Inc. | Portland | OR | 08/2009 | 09/2021 |
1) Cozad Foundation; 2501 Galen Drive, Champaign, IL 61821; 01/01/1994; Director; Not Investment Related; 5 hours/month; 0 hours/month during business hours; No compensation. 2) V Dale Cozad Trust; 2501 Galen Drive, Champaign, IL 61821; 01/01/1994; Trustee; Not Investment Related; 5 hours/month; 0 hours/month during business hours; No compensation. 3) Licensed Insurance Professional; 01/01/1994; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-08-05 |
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