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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-10 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 03/2012 | Present |
| Knights Of Columbus Asset Advisors | New Haven | CT | 03/2021 | Present |
Knights of Columbus Insurance Assistant General Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 03/2012 80 hours monthly. New Haven, CT Melear Pod A Homeowner's Association. I'm one of 5 homeowners who volunteer our time to help make sure the budget of the association is properly allocated. We make decisions, our management company and accounting firm execute. I spend about 4 hours a month, we meet virtually.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-30 |
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