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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Milton | FL | 06/2010 | Present |
| Knights Of Columbus Asset Advisors | New Haven | CT | 05/2021 | Present |
Knights of Columbus licensed Ins agent, start date 6/1/2010 Duties are selling ins and 160 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-16 |
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