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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED_RES | 2025-11-04 |
| AR | RA | APPROVED | 2024-01-31 |
| LA | RA | APPROVED | 2021-04-30 |
Branch Locations
2006 W Pinhook Rd., Lafayette, LA 70508 • United States
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 Insurance | New Haven | CT | 01/2018 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 08/2014 | 12/2017 |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 03/2021 | Present |
Knights of Columbus Insurance - General Agent, The Dean Agency (Jan 2018 - Present) Compass Financial, LLC. - Principal. Started 01/2018. Pass-Through LLC for Knights of Columbus related business expenses. No current other business purpose. No hours/month devoted to this business. CFP2, LLC - Principal. Started 05/2025. Pass-Through LLC for Knights of Columbus related business expenses. No current other business purpose. No hours/month devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-30 |
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