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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-04-16 |
Branch Locations
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 | Edmond | OK | 10/2016 | Present |
| Midfirst Bank | Edmond | OK | 03/2013 | 09/2016 |
| Knights Of Columbus Asset Advisors Llc | Edmond | OK | 02/2021 | Present |
Yardley Investments, LLC. Proprietor. It's not investment-related. Located at 1804 Coopers Hawk Court Edmond, OK 73003. LLC that holds personal rental property. LLC was created in September 2020. I devote 1 hour a month to this business when I deposit rental checks and update monthly reports. Knights of Columbus. Field Agent. It's not investment related. Home Office is 1 Columbus Plaza New Haven, CT 06510. I sell life, disability, long-term care, and retirement annuities. I devote 80 hours a month to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-16 |
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