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Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-07-16
AR RA APPROVED 2021-07-15
KY RA APPROVED 2021-07-15
  • TN RA
    APPROVED
    Since 2021-07-16
  • AR RA
    APPROVED
    Since 2021-07-15
  • KY RA
    APPROVED
    Since 2021-07-15

Branch Locations

Dickson, TN • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knights Of Columbus Insurance Dickson TN 06/2005 Present
Knights Of Columbuus Asset Advisors New Haven CT 05/2021 Present
  • 06/2005 → Present
    Knights Of Columbus Insurance
    Dickson, TN
  • 05/2021 → Present
    Knights Of Columbuus Asset Advisors
    New Haven, CT
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-15
  • S65 Uniform Investment Adviser Law Examination
    2021-07-15
Other Names
  • Daniel Schachle

View on SEC IAPD

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