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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-03-08 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
1019 Waterwood Pkwy, Suite E, Edmond, OK 73034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 01/2021 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 03/2018 | Present |
| Ch Robinson | Oklahoma City | OK | 09/2014 | 02/2018 |
Knights of Columbus Insurance - Not investment-related One Columbus Plaza New Haven, CT 06510 Insurance Field Agent - Start Date 03/01/2018 - 80hrs per month Insurance Sales - Set appointments with clients and potential clients, advise clients on amounts and types of insurance pertinant to their needs, motivate them to take action to address any gaps in coverage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
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