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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-12 |
Branch Locations
1019 Waterwood Pkwy Ste E, Edmond, OK 73034 • 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 |
|---|---|---|---|---|
| Global Roofing | Okc | OK | 01/2014 | 10/2016 |
| Knights Of Columbus Insurance | New Haven | CT | 12/2016 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 01/2021 | Present |
Knights of Columbus Insurance New Haven, CT Field Agent Not investment related Start date - 12/2016 80hrs a month Provide LTC, DI and Life insurance to my clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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