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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-07-17 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
2800 San Mateo Blvd Ne Suite 111, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 01/2016 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 06/2023 | Present |
Knights of Columbus Insurance, Insurance Related, KNIGHTS OF COLUMBUS, ONE COLUMBUS PLAZA NEW HAVEN, CT, 06510, , Nature of business = Life Insurance, Disability Income Insurance, Long Term Care Insurance and annuities Position is insurance agent, Title is Field Agent, Start date 1/1/2016, Approximate hours per month = 180, during trading hours the approximate numbers of hours devoted = 4. As a field agent my duties include, selling Life Insurance, disability income insurance, long term care insurance and annuities. Also processing death claims and other member related services such as reviewing and updating policy beneficiaries, reviewing benefits and records, loan requests, policy surrenders,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-15 |
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