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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
57 Providence Highway, Suite 103, Norwood, MA 02062 • 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 | Norwood | MA | 05/2026 | Present |
| Knights Of Columbus Asset Advisors Llc | Norwood | MA | 05/2026 | Present |
| Manulife Investment Management | Boston | MA | 07/2025 | 04/2026 |
| U.S. Bank | Boston | MA | 07/2021 | 07/2025 |
| State Street | Quincy | MA | 02/2020 | 07/2021 |
| Boardwalk Properties | Allston | MA | 06/2019 | 02/2020 |
| Bridgewater State University | Bridgewater | MA | 09/2015 | 05/2019 |
Knights Of Columbus Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
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