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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
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 | New Haven | CT | 09/2009 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 02/2021 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-06 |
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