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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-20 |
Branch Locations
161 Main Ave W, Winsted, MN 55395 • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Plymouth | MN | 05/2021 | 06/2024 |
| Wells Fargo Advisors Llc | Saint Paul | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Paul | MN | 11/2016 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Plymouth | MN | 06/2021 | 06/2024 |
| Knights Of Columbus Insurance | Winsted | MN | 09/2024 | Present |
| Knights Of Columbus Assets Advisors Llc | New Haven | CT | 09/2024 | Present |
Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 09/2024, 80 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-27 |
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