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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-19 |
| LA | RA | APPROVED | 2026-08-14 |
| FL | RA | APPROVED | 2026-08-12 |
| NJ | RA | APPROVED | 2026-08-04 |
| MA | RA | APPROVED | 2026-07-30 |
| DC | RA | APPROVED | 2026-07-28 |
| AZ | RA | APPROVED | 2026-07-21 |
| NE | RA | APPROVED | 2026-06-22 |
| ND | RA | APPROVED | 2026-06-19 |
| UT | RA | APPROVED | 2026-06-17 |
| NM | RA | APPROVED | 2026-06-16 |
| OH | RA | APPROVED | 2026-06-16 |
| VT | RA | APPROVED | 2026-06-16 |
| WV | RA | APPROVED | 2026-06-16 |
| VI | RA | APPROVED | 2026-06-16 |
| AL | RA | APPROVED | 2026-06-15 |
| AK | RA | APPROVED | 2026-06-15 |
| AR | RA | APPROVED | 2026-06-15 |
| CA | RA | APPROVED | 2026-06-15 |
| CO | RA | APPROVED | 2026-06-15 |
| DE | RA | APPROVED | 2026-06-15 |
| HI | RA | APPROVED | 2026-06-15 |
| ID | RA | APPROVED | 2026-06-15 |
| IL | RA | APPROVED | 2026-06-15 |
| IN | RA | APPROVED | 2026-06-15 |
| IA | RA | APPROVED | 2026-06-15 |
| KS | RA | APPROVED | 2026-06-15 |
| KY | RA | APPROVED | 2026-06-15 |
| ME | RA | APPROVED | 2026-06-15 |
| MD | RA | APPROVED | 2026-06-15 |
| MI | RA | APPROVED | 2026-06-15 |
| MN | RA | APPROVED | 2026-06-15 |
| MS | RA | APPROVED | 2026-06-15 |
| MO | RA | APPROVED | 2026-06-15 |
| MT | RA | APPROVED | 2026-06-15 |
| NV | RA | APPROVED | 2026-06-15 |
| NH | RA | APPROVED | 2026-06-15 |
| NY | RA | APPROVED | 2026-06-15 |
| NC | RA | APPROVED | 2026-06-15 |
| OK | RA | APPROVED | 2026-06-15 |
| OR | RA | APPROVED | 2026-06-15 |
| PA | RA | APPROVED | 2026-06-15 |
| PR | RA | APPROVED | 2026-06-15 |
| RI | RA | APPROVED | 2026-06-15 |
| SC | RA | APPROVED | 2026-06-15 |
| SD | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
| VA | RA | APPROVED | 2026-06-15 |
| WA | RA | APPROVED | 2026-06-15 |
| WI | RA | APPROVED | 2026-06-15 |
| WY | RA | APPROVED | 2026-06-15 |
| CT | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | New Haven | CT | 10/2021 | 06/2026 |
| N/A | Woodbridge | CT | 04/2016 | 12/2017 |
| Today's American Catholic Publishing Company | Hamden | CT | 01/2018 | 07/2018 |
| N/A | Woodbridge | CT | 08/2018 | 12/2018 |
| Boys And Girls Club Of The Lower Naugatuck Valley | Shelton | CT | 01/2019 | 09/2021 |
| Vigilant Distributors Llc | Chadds Ford | PA | 10/2025 | Present |
| Knights Of Columbus Asset Advisors | New Haven | CT | 07/2026 | Present |
Director of Marketing - KofC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
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