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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| AR | RA | APPROVED | 2025-01-31 |
| LA | RA | APPROVED | 2022-05-10 |
Branch Locations
5724 Common St, Lake Charles, LA 70607 • United States
One Columbus Plaza, New Haven, CT 06510 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | Lake Charles | LA | 07/1999 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 04/2022 | Present |
?Field Agent: Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 07/1999, 80 hours monthly. New Haven, CT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-10 |
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