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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-07-30 |
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
104 W 4Th St. Suite B, Taylor, TX 76574 • United States
One Columbus Plaza, New Haven, CT 06510 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 08/2011 | 09/2021 |
| Knights Of Columbus & Knights Of Columbus Asset Advisors Llc | Taylor | TX | 09/2021 | Present |
?Field Agent: Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 09/01/2021 80 hours monthly. New Haven, CT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
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