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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-03 |
| MI | RA | APPROVED | 2024-06-27 |
Branch Locations
Manitou Beach, MI • 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 |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Biloxi | MS | 08/2012 | 09/2020 |
| Knights Of Columbus Insurance | Jerome | MI | 09/2020 | 12/2020 |
| Knights Of Columbus Insurance | Manitou Beach | MI | 12/2020 | Present |
| Knights Of Columbus Asset Advisors, Llc | Manitou Beach | MI | 06/2024 | Present |
Knights of Columbus Insurance, non-investment related, life insurance, General Agent, Selling life insurance, long term care, disability income and fixed annuities, Start Date: 08/2012 , 120 hours a month. BRE, LLC / owner / this is my LLC set up to purchase my office building in 2021 and it has rental income from my insurance work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-27 |
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