Peter Holm

Current Employers

Knights Of Columbus Asset Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-04-05

OH RA
APPROVED

Since 2023-04-05

Branch Locations

New Carlisle, OH • 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
Department Of The Air Force	Wpafb	OH	01/2011	06/2020
Kbr Inc	Beavercreek	OH	06/2020	02/2022
Knights Of Columbus Insurance	New Carlisle	OH	03/2022	Present
Knights Of Columbus Asset Advisors Llc	New Carlisle	OH	04/2023	Present

01/2011 → 06/2020

Department Of The Air Force

Wpafb, OH
06/2020 → 02/2022

Kbr Inc

Beavercreek, OH
03/2022 → Present

Knights Of Columbus Insurance

New Carlisle, OH
04/2023 → Present

Knights Of Columbus Asset Advisors Llc

New Carlisle, OH

Other Businesses

Knights of Columbus Insurance, life-insurance and annuities, 4301 School Rd, New Carlisle, OH 45344, 03/2022, work full-time (~40 hrs/wk) as field agent. LXIII LTD, non-investment related, 4301 School Rd, New Carlisle, OH, 45344, Owner/Partner, 05/2020, owned, but no business really conducted as of yet, almost no time spent as it is an LLC available for business use that I do not use at this time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-25

S65 Uniform Investment Adviser Law Examination

2023-03-25