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Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-12
  • CA RA
    APPROVED
    Since 2025-05-12

Branch Locations

Bakersfield, CA • 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
Get Well Soon Bakersfield CA 02/2011 Present
Knights Of Columbus New Haven CT 07/2020 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 04/2025 Present
Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 07/2020, 80 hours a month. Get Well Soon, LLC, non-investment related, Salesman, 5-10 hours a week, 20 hours a month. Start Date: 02/2011

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12
Other Names
  • Uriel B Payan
  • Uriel N Payan

View on SEC IAPD

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