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David Henry Bernard

Knights Of Columbus Asset Advisors LLC

Gonzales, 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 2026-07-29
  • LA RA
    APPROVED
    Since 2026-07-29

Branch Locations

Gonzales, LA • 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
Securities America, Inc. Hammond LA 12/2016 03/2022
Private Contract/Studio Teacher Hammond LA 01/2014 01/2018
Beam Wealth Advisors Covington LA 01/2018 Present
Purshe Kaplan Sterling Investments Albany NY 03/2022 Present
Knights Of Columbus Gonzales LA 07/2026 Present
  • 12/2016 → 03/2022
    Securities America, Inc.
    Hammond, LA
  • 01/2014 → 01/2018
    Private Contract/Studio Teacher
    Hammond, LA
  • 01/2018 → Present
    Beam Wealth Advisors
    Covington, LA
  • 03/2022 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2026 → Present
    Knights Of Columbus
    Gonzales, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-04
  • S66 Uniform Combined State Law Examination
    2017-11-04
Designations

View on SEC IAPD

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