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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-19 |
Branch Locations
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 Asset Advisors Llc | New Haven | CT | 03/2021 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 09/2015 | Present |
Field Agent Knights of Columbus Insurance ONE COLUMBUS PLAZA NEW HAVEN, CT 06510 Start: 9/1/2015 Devote approximately 40 hours per week, of which approximately 25 hours are during securities trading hours. Not investment-related. Insurance sales. Soliciting appointments and recruiting members for the Knights of Columbus. Service work for insured clients. Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: (9/2015), 80 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
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