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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-28 |
| CA | RA | APPROVED | 2026-05-27 |
| MN | RA | APPROVED | 2025-11-05 |
| PA | RA | APPROVED | 2025-11-05 |
| AZ | RA | APPROVED | 2021-07-16 |
| UT | RA | APPROVED | 2021-06-25 |
Branch Locations
10201 S. 51St St Suite 265, Phoenix, AZ 85044 • 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 | New Haven | CT | 01/2009 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 04/2021 | Present |
Knights of Columbus Insurance, Field Agent 2009-2014; General Agent 2014-Present: 50 to 60 hrs/wk. Recruiting, Training and oversite of Knights of Columbus Insurance Agents servicing Knights of Columbus Members in Arizona/Utah for Life Insurance, Fixed Guaranteed Annuities, Long Term Care Insurance and Disability Income Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-24 |
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