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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-03 |
| OR | RA | APPROVED | 2025-11-03 |
| KS | RA | APPROVED | 2021-03-02 |
| OK | RA | APPROVED | 2021-03-02 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
1019 Waterwood Parkway Suite E, Edmond, OK 73034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 12/2006 | Present |
| Knights Of Columbus Asset Advisors | New Haven | CT | 01/2021 | Present |
Kapstone LLC located in Oklahoma Owner and Operator with my Wife We own 1 office building. I use this building for Insurance business and have multiple renters Knights of Columbus Insurance General Agent Non-Investment Related. General Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 12/2006 80 hours monthly. New Haven, CT Omni Professional Services LLC Not related to the investment field Principle office: Franklin Jay Lane, El Paso, TX 79912 Ammunition Resaler monotary investor: Not involved with business operations No title and not involved with business operations Relationship began May 4th, 2021 No time devoted to the business: not involved in the business No Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-02 |
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