Best Investors Account Sign in
Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-11-20
FL RA APPROVED 2021-05-18
  • NJ RA
    APPROVED
    Since 2024-11-20
  • FL RA
    APPROVED
    Since 2021-05-18

Branch Locations

One Columbus Plaza, New Haven, CT 06510 • United States

Niceville, FL • 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 Niceville FL 06/2012 Present
Knights Of Columbus Asset Advisors Llc Niceville FL 03/2021 Present
Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start date: 06/2012, 80 hours a month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-30
  • S65 Uniform Investment Adviser Law Examination
    2021-04-30

View on SEC IAPD

More in New Haven, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor