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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-02 |
| PA | RA | APPROVED | 2024-08-14 |
| FL | RA | APPROVED | 2022-05-17 |
Branch Locations
8209 Natures Way Unit 221, Lakewood Ranch, FL 34202 • 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 |
|---|---|---|---|---|
| The Knights Of Columbus | Sarasota | FL | 02/2020 | Present |
| Sun Hydraulics | Sarasota | FL | 06/2017 | 09/2019 |
| Altec Industries | Saint Joseph | MO | 07/2014 | 06/2017 |
| Unemployed | Sarasota | FL | 09/2019 | 02/2020 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 02/2020 | Present |
Knights of Columbus Insurance as an Insurance Agent Life insurance, long-term care insurance, disability income insurance, retirement annuities 8209 Natures Way Suite 221, Bradenton, FL 34202 Life insurance, long-term care insurance, disability income insurance, retirement annuities Insurance Agent Insurance Agent 02/01/2020 240 hours / month 130 hours / month I am a field agent for the Knights of Columbus. I sell and issue life insurance, long-term care insurance, disability insurance and annuities to our membership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-07 |
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