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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 04/2021 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 09/2000 | Present |
Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start date: 09/2000, 120 hours a month National Association of Fraternal Insurance Councilor's, non-investment related, nonprofit association for FIC, State President, 09/2000, 1 hour monthly, run quarterly meetings and 1 annual association meeting National Association of Insurance and Financial Advisors, non-investment related, nonprofit association for insurance and advisors, 12-2000, 2 hours monthly, attend bimonthly meetings, call on membership prospects and current members. St. Martin de Porres Finance council, non-investment related, nonprofit church, president, 1995, 2 hours monthly, meet monthly to review church finances and budget. Redevelopment Commission Syracuse, IN, non-investment related, president, 10-2020, 2 hours monthly, attend monthly meetings to review business development in the community and work on bringing businesses to the community. Pickwick Theatres, LLC, non-investment related, Syracuse, IN, movie theatre, vice president 5-2022, 40 hours monthly, work the retail theatre as needed and behind the scenes running the business, ie bookkeeping. Jagforce, LLC, non-investment related, Syracuse, IN, property holdings, president 5-2022, 8 hours monthly, bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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