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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-02-06 |
| OK | RA | APPROVED | 2021-03-05 |
Branch Locations
Locust Grove, OK • 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 |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 03/2013 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 02/2021 | Present |
Knights of Columbus Insurance, not investment related. One Columbus Plaza, New Haven, CT 06510 Insurance Company, I am a Field Agent (Producer). I started on 3/1/2013. I devote about 80 hours per month during trading hours. My duties are that of an insurance producer. I also have a small agriculture business. I do this at my home, 66652 N 380 Rd, Locust Grove, OK 74352. This is not investment related. I am raising a cow and selling some of the milk. I spend about 15 hours a month on this business. I started this last year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-05 |
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