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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED_RES | 2026-01-06 |
| MI | RA | APPROVED | 2023-09-28 |
| IL | RA | APPROVED | 2023-04-19 |
| IN | RA | APPROVED | 2022-08-22 |
Branch Locations
1400 E. Angela Blvd. Suite 250, South Bend, IN 46617 • 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 | South Bend | IN | 04/2014 | Present |
| Knights Of Columbus Asset Advisors | South Bend | IN | 07/2021 | Present |
1) Insurance Agent at Knights of Columbus Insurance ?Knights of Columbus Insurance ?Not investment related; ?1 Columbus Plaza, New Haven, CT 06510 ?Insurance; ?Field Agent; ?Field Agent, Statutory Employee; ?04/01/2014; ?Approx. 160 hours per month; ?8 hours; ?I provide life insurance, long term care insurance, disability income insurance and retirement annuity advice, products, and services t o Catholics. 2) Assistant Cheerleading Coach at the University of Notre Dame ?University of Notre Dame du Lac; ?Not investment related; ?University of Notre Dame du Lac, Notre Dame, IN 46556; ?Higher Education; ?Assistant Cheerleading Coach; ?Part-time, temporary employee; ?09/01/2016; ?30-40 hours per month between August and April; ?0 hours ?I primarily focus on tumbling instruction, but also have practice and gameday management duties of the team. I will occasionally travel with the team for events;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
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