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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-16 |
| AR | RA | APPROVED | 2021-07-15 |
| KY | RA | APPROVED | 2021-07-15 |
Branch Locations
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 | Dickson | TN | 06/2005 | Present |
| Knights Of Columbuus Asset Advisors | New Haven | CT | 05/2021 | Present |
06/2005-Present: 50 to 60 hrs/wk General Agent for Knights of Columbus Insurance. Recruiting, Training and oversite of Knights of Columbus Insurance Agents servicing Knights of Columbus Members (TN) for Life Insurance, Fixed Guaranteed Annuities, Long Term Care Insurance and Disability Income Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-15 |
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