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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-07-27 |
Branch Locations
5055 Hwy N Suite 215, Cottleville, MO 63304 • United States
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 | Cottleville | MO | 06/2022 | Present |
| Jesuit High School | Tampa | FL | 08/2018 | 06/2022 |
| St. Dominic High School | O'FAllon | MO | 08/2012 | 08/2018 |
| Knights Of Columbus Asset Advisors Llc | Cottleville | MO | 07/2023 | Present |
Knights of Columbus Insurance - I am a field agent for the Knights of Columbus fraternal organization working out of the Lister Agency located at: 5055 Hwy N, Suite 215, Cottleville, MO 63304. I started 6/1/2022 and work 30-40 hours a week meeting with clients and discussing their life insurance, long-term care insurance, and retirement annuity needs. This business is not invested-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
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