Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | New Haven | CT | 01/2014 | Present |
| Knights Of Columbus Asset Advisors | New Haven | CT | 01/2021 | Present |
Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 01/2014, 80 hours a month. Musician: freelance musician performing mostly in cover bands and church choirs. Most performances are on weekends. This activity is best described as a hobby that pays.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
Reach out to this advisor