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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| OK | RA | APPROVED | 2025-11-04 |
| MD | RA | APPROVED | 2025-11-03 |
| SD | RA | APPROVED | 2021-07-09 |
| ND | RA | APPROVED | 2021-07-06 |
| NE | RA | APPROVED | 2021-07-02 |
| OH | RA | APPROVED | 2021-07-02 |
| AL | RA | APPROVED | 2021-07-01 |
| AR | RA | APPROVED | 2021-07-01 |
| CT | RA | APPROVED | 2021-07-01 |
| IL | RA | APPROVED | 2021-07-01 |
| IN | RA | APPROVED | 2021-07-01 |
| IA | RA | APPROVED | 2021-07-01 |
| KS | RA | APPROVED | 2021-07-01 |
| KY | RA | APPROVED | 2021-07-01 |
| LA | RA | APPROVED | 2021-07-01 |
| MN | RA | APPROVED | 2021-07-01 |
| MS | RA | APPROVED | 2021-07-01 |
| MO | RA | APPROVED | 2021-07-01 |
| WI | RA | APPROVED | 2021-07-01 |
Branch Locations
1275 Sw Topeka Blvd, Topeka, KS 66612 • 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 | New Haven | CT | 01/2011 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 07/2021 | Present |
Knights of Columbus Regional Agency Executive Consultant/ General Agent Non-Investment Related. Field Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 01/2011 160hours monthly. New Haven, CT LLC Real estate Landlord Rental property - Mahon Properties 3624 SE Tomahawk Dr. Tecumseh, KS 66542 National Association of Fraternal Counselors, Immediate Past President Started in 2014, Advisory capacity to the current President, Board and members, 211 Canal Road, Waterloo, WI 53594, Less than 10 hours a month. Non compensated, Non Investment Related Young Catholic Professionals Kansas City Chapter, Board Member, Since December 2021, Advisory capacity to the board and members, 13155 Noel Rd. Suite 900 Dallas, TX 75240, Less than 10 hours a month. Non compensated, Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-01 |
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