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Robert Stevens

Knights Of Columbus Asset Advisors LLC

Shawnee, OK

New Haven, CT

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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 2021-03-08
  • OK RA
    APPROVED
    Since 2021-03-08

Branch Locations

23 E 9Th Street Suite 340, Shawnee, OK 74801 • 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
Knights Of Columbus Insurance New Haven CT 09/2015 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 02/2021 Present
Other Businesses

Knights of Columbus Insurance, Not investment Related, New Haven, CT, Insurance sales, Field Agent, 09/2015, 60 hours per month, 15 hours per month, meet with clients to discuss insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-08
  • S65 Uniform Investment Adviser Law Examination
    2021-03-08
Other Names
  • Bobby Stevens

View on SEC IAPD

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