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Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-27
  • CA RA
    APPROVED
    Since 2021-04-27

Branch Locations

Roseville, CA • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Sacramento CA 04/2015 12/2019
Knghts Of Columbus Insurance New Haven CT 01/2020 Present
Knights Of Columbus Asset Advisors New Haven CT 01/2021 Present
  • 04/2015 → 12/2019
    Self Employed
    Sacramento, CA
  • 01/2020 → Present
    Knghts Of Columbus Insurance
    New Haven, CT
  • 01/2021 → Present
    Knights Of Columbus Asset Advisors
    New Haven, CT
Other Businesses

Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 01/2020 80 hours monthly. New Haven, CT Radio Santisimo Sacramento, Inc, A California NonProfit Religious Corporation of the Roman Catholic Diocese of Sacramento, CA, Responsibilities: Preside over all meetings of the Board of Directors, Since February 2019, 1909 7th Street Sacramento CA 95811, Compensated, 3-4 Hrs/Month, Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-27
  • S65 Uniform Investment Adviser Law Examination
    2021-04-27
Other Names
  • Manuel Antonio Moreira
  • Manuel Antonio Moreira-Guerra

View on SEC IAPD

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