Levi David Waldo Edelman

Current Employers

Knights Of Columbus Asset Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-08-17
NJ	RA	APPROVED	2023-08-01
AZ	RA	APPROVED	2023-06-30
DC	RA	APPROVED	2023-06-12
FL	RA	APPROVED	2023-06-08
MA	RA	APPROVED	2023-06-07
OH	RA	APPROVED	2023-05-31
NV	RA	APPROVED	2023-05-30
ND	RA	APPROVED	2023-05-30
SD	RA	APPROVED	2023-05-30
WV	RA	APPROVED	2023-05-26
MT	RA	APPROVED	2023-05-25
VI	RA	APPROVED	2023-05-25
NM	RA	APPROVED	2023-05-24
UT	RA	APPROVED	2023-05-24
AL	RA	APPROVED	2023-05-23
AK	RA	APPROVED	2023-05-23
AR	RA	APPROVED	2023-05-23
CA	RA	APPROVED	2023-05-23
CO	RA	APPROVED	2023-05-23
DE	RA	APPROVED	2023-05-23
HI	RA	APPROVED	2023-05-23
ID	RA	APPROVED	2023-05-23
IL	RA	APPROVED	2023-05-23
IN	RA	APPROVED	2023-05-23
IA	RA	APPROVED	2023-05-23
KS	RA	APPROVED	2023-05-23
KY	RA	APPROVED	2023-05-23
LA	RA	APPROVED	2023-05-23
ME	RA	APPROVED	2023-05-23
MD	RA	APPROVED	2023-05-23
MI	RA	APPROVED	2023-05-23
MN	RA	APPROVED	2023-05-23
MS	RA	APPROVED	2023-05-23
MO	RA	APPROVED	2023-05-23
NE	RA	APPROVED	2023-05-23
NH	RA	APPROVED	2023-05-23
NY	RA	APPROVED	2023-05-23
NC	RA	APPROVED	2023-05-23
OK	RA	APPROVED	2023-05-23
OR	RA	APPROVED	2023-05-23
PA	RA	APPROVED	2023-05-23
RI	RA	APPROVED	2023-05-23
SC	RA	APPROVED	2023-05-23
TX	RA	APPROVED	2023-05-23
VT	RA	APPROVED	2023-05-23
VA	RA	APPROVED	2023-05-23
WA	RA	APPROVED	2023-05-23
WI	RA	APPROVED	2023-05-23
WY	RA	APPROVED	2023-05-23
CT	RA	APPROVED	2023-01-18

GA RA
APPROVED

Since 2023-08-17
NJ RA
APPROVED

Since 2023-08-01
AZ RA
APPROVED

Since 2023-06-30
DC RA
APPROVED

Since 2023-06-12
FL RA
APPROVED

Since 2023-06-08
MA RA
APPROVED

Since 2023-06-07
OH RA
APPROVED

Since 2023-05-31
NV RA
APPROVED

Since 2023-05-30
ND RA
APPROVED

Since 2023-05-30
SD RA
APPROVED

Since 2023-05-30
WV RA
APPROVED

Since 2023-05-26
MT RA
APPROVED

Since 2023-05-25
VI RA
APPROVED

Since 2023-05-25
NM RA
APPROVED

Since 2023-05-24
UT RA
APPROVED

Since 2023-05-24
AL RA
APPROVED

Since 2023-05-23
AK RA
APPROVED

Since 2023-05-23
AR RA
APPROVED

Since 2023-05-23
CA RA
APPROVED

Since 2023-05-23
CO RA
APPROVED

Since 2023-05-23
DE RA
APPROVED

Since 2023-05-23
HI RA
APPROVED

Since 2023-05-23
ID RA
APPROVED

Since 2023-05-23
IL RA
APPROVED

Since 2023-05-23
IN RA
APPROVED

Since 2023-05-23
IA RA
APPROVED

Since 2023-05-23
KS RA
APPROVED

Since 2023-05-23
KY RA
APPROVED

Since 2023-05-23
LA RA
APPROVED

Since 2023-05-23
ME RA
APPROVED

Since 2023-05-23
MD RA
APPROVED

Since 2023-05-23
MI RA
APPROVED

Since 2023-05-23
MN RA
APPROVED

Since 2023-05-23
MS RA
APPROVED

Since 2023-05-23
MO RA
APPROVED

Since 2023-05-23
NE RA
APPROVED

Since 2023-05-23
NH RA
APPROVED

Since 2023-05-23
NY RA
APPROVED

Since 2023-05-23
NC RA
APPROVED

Since 2023-05-23
OK RA
APPROVED

Since 2023-05-23
OR RA
APPROVED

Since 2023-05-23
PA RA
APPROVED

Since 2023-05-23
RI RA
APPROVED

Since 2023-05-23
SC RA
APPROVED

Since 2023-05-23
TX RA
APPROVED

Since 2023-05-23
VT RA
APPROVED

Since 2023-05-23
VA RA
APPROVED

Since 2023-05-23
WA RA
APPROVED

Since 2023-05-23
WI RA
APPROVED

Since 2023-05-23
WY RA
APPROVED

Since 2023-05-23
CT RA
APPROVED

Since 2023-01-18

Branch Locations

Wallingford, CT • 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

Organization	City	State	From	To
Big Y World Class Market	North Haven	CT	11/2012	05/2018
Foresters Financial	North Haven	CT	02/2018	06/2018
Citizens Bank	Hamden	CT	09/2018	03/2020
Liberty Bank	Meriden	CT	03/2020	09/2022
Quinnipiac University	Hamden	CT	08/2014	05/2018
Knights Of Columbus Insurance	New Haven	CT	09/2022	Present
Knights Of Columbus Asset Advisors Llc	New Haven	CT	09/2022	Present

11/2012 → 05/2018

Big Y World Class Market

North Haven, CT
02/2018 → 06/2018

Foresters Financial

North Haven, CT
09/2018 → 03/2020

Citizens Bank

Hamden, CT
03/2020 → 09/2022

Liberty Bank

Meriden, CT
08/2014 → 05/2018

Quinnipiac University

Hamden, CT
09/2022 → Present

Knights Of Columbus Insurance

New Haven, CT
09/2022 → Present

Knights Of Columbus Asset Advisors Llc

New Haven, CT

Other Businesses

Knights of Columbus Insurance Investment Related - Yes ONE COLUMBUS PLAZA NEW HAVEN, CT, USA, 06510 Investment Services Investment Advisor Representative IAR/Employee Start date- 9-12-2022 approx hours/month - 160 hours hours during sec trading hours - 160 duties- Providing advice to clients on investment products, maintaining an ongoing business relationship with clients.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-01-18

S65 Uniform Investment Adviser Law Examination

2023-01-18