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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-08-31 |
Branch Locations
4211 Glass Rd Ne Suite B3, Cedar Rapids, IA 52402 • 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 Insurance | New Haven | CT | 11/2012 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 07/2021 | Present |
Assistant General Agent: 2019-Present: 50 to 60 hrs/wk (Field Agent 2012-2019) for Knights of Columbus Insurance. Recruiting, Training and oversite of Knights of Columbus Insurance Agents servicing Knights of Columbus Members for Life Insurance, Fixed Guaranteed Annuities, Long Term Care Insurance and Disability Income Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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