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1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
| CT | RA | APPROVED | 2025-06-30 |
Branch Locations
1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | New Haven | CT | 09/2005 | 05/2025 |
| Foreside Fund Services, Llc | New Haven | CT | 01/2015 | 12/2020 |
| Vigilant Distributors, Llc | Chadds Ford | PA | 01/2021 | 05/2025 |
| Knights Of Columbus Asset Advisors, Llc | New Haven | CT | 06/2021 | 05/2025 |
| Innovative Asset Advisor Group, Llc | Shelton | CT | 06/2025 | Present |
1) BASILICA OF THE IMMACULATE CONCEPTION FINANCE COMMITTEE, WASHINGTON DC, NOT INVESTMENT RELATED, COMMITTEE MEMBER, STARTED 2009, 2 HRS PER MONTH, 1 DURING TRADING HOURS. 2) Luxy Corporation; Shelton, CT; Non investment related; Began 06/15/2018; Board Member; This is a livery company that is seeking to leverage technology to avoid dead legs for smaller livery companies. I will have no control over any bank accounts and will no do any securities trading on behalf of this company.; 10 hours per month zero hours during securities trading hours. 3) St. Catherines Center for Special Needs; Began 2014; Board Member. School for Special Needs Children; Less than 1 hour per month. 4) St. Lawrence Church, Financial Committee; Began 2025; less than 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-10 |
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