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Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-01-12
  • OK RA
    APPROVED
    Since 2026-01-12

Branch Locations

1019 Waterwood Pkwy Ste E, Edmond, OK 73034 • United States

One Columbus Plaza, New Haven, CT 06510 • 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
OrganizationCityStateFromTo
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
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12

View on SEC IAPD

More in Edmond, OK

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