Best Investors Account Sign in
Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-02-10
OR RA APPROVED 2022-01-03
WA RA APPROVED 2021-12-01
KS RA APPROVED 2021-03-08
OK RA APPROVED 2021-03-08
  • CO RA
    APPROVED
    Since 2022-02-10
  • OR RA
    APPROVED
    Since 2022-01-03
  • WA RA
    APPROVED
    Since 2021-12-01
  • KS RA
    APPROVED
    Since 2021-03-08
  • OK RA
    APPROVED
    Since 2021-03-08

Branch Locations

Edmond, OK • 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 New Haven CT 09/2009 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 02/2021 Present
Other Businesses

TANDA Properties LLC, 1933 Raineys Blvd, Edmond, OK, 73025 LLC that holds investment real estate Partner Started in 5/2020 1 hour per month devoted to collecting rent and checking on renters Knights of Columbus Insurance Assistant General Agent Non-Investment Related. Assistant General Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 09/2009 80 hours monthly. New Haven, CT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-08
S63 Uniform Securities Agent State Law Examination 2006-09-06
  • S65 Uniform Investment Adviser Law Examination
    2021-03-08
  • S63 Uniform Securities Agent State Law Examination
    2006-09-06
Other Names
  • Trey Welker
  • John D. Welker
  • John D. Welker
  • John D. Welker Iii

View on SEC IAPD

More in Edmond, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor