David Schallmo

Current Employers

Knights Of Columbus Asset Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-09-06
VA	RA	APPROVED	2022-02-22

NC RA
APPROVED

Since 2023-09-06
VA RA
APPROVED

Since 2022-02-22

Branch Locations

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

1211 Caroline St, Fredericksburg, VA 22401 • 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

Organization	City	State	From	To
Ibm	Richmond	VA	09/1996	07/2020
Knights Of Columbus Insurance	Richmond	VA	08/2020	Present
Knights Of Columbus Asset Advisors Llc	Richmond	VA	08/2021	Present

09/1996 → 07/2020

Ibm

Richmond, VA
08/2020 → Present

Knights Of Columbus Insurance

Richmond, VA
08/2021 → Present

Knights Of Columbus Asset Advisors Llc

Richmond, VA

Other Businesses

KNIGHTS OF COLUMBUS INSURANCE ; NON-INVESTMENT RELATED ; ONE COUMBUS PLAZA, NEW HAVEN, CT 06510 ; INSURANCE ; FIELD AGENT/PRODUCER ; START DATE 08/01/2020 ; APPROXIMATE 160 HOURS/MONTH DEVOTED TO OTHER BUSINESS ; DUITIES INCLUDE SELLING LIFE, HEALTH, AND ANNUITY PRODUCTS TO MEMBERS OF KNIGHTS OF COLUMBUS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-22

S65 Uniform Investment Adviser Law Examination

2022-02-22