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Steven Cortez

Knights Of Columbus Asset Advisors LLC

Lafayette, LA

New Haven, CT

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Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-07-02
  • LA RA
    APPROVED
    Since 2026-07-02

Branch Locations

2006 W Pinhook Rd, Lafayette, LA 70508 • 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
Knights Of Columbus Insurance (Dean Agency) Lafayette LA 06/2025 Present
Cortez Home Inspections, Llc Ruston LA 08/2023 06/2025
Bienville Parish School Board Arcadia LA 08/2012 08/2023
Knights Of Columbus Asset Advisors Llc New Haven CT 06/2026 Present
  • 06/2025 → Present
    Knights Of Columbus Insurance (Dean Agency)
    Lafayette, LA
  • 08/2023 → 06/2025
    Cortez Home Inspections, Llc
    Ruston, LA
  • 08/2012 → 08/2023
    Bienville Parish School Board
    Arcadia, LA
  • 06/2026 → Present
    Knights Of Columbus Asset Advisors Llc
    New Haven, CT
Other Businesses

Knights of Columbus Insurance, Start date 06/2025, Non-investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-22
  • S65 Uniform Investment Adviser Law Examination
    2026-06-22

View on SEC IAPD

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