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Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-09
  • TX RA
    APPROVED
    Since 2021-04-09

Branch Locations

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

Irving, TX • 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 New Haven CT 06/2014 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 03/2021 Present
Other Businesses

Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 06/2014 80 hours monthly. New Haven, CT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-09
  • S65 Uniform Investment Adviser Law Examination
    2021-04-09
Designations
Other Names
  • Jimmy Bell

View on SEC IAPD

More in New Haven, CT

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