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Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-07-27
  • MO RA
    APPROVED
    Since 2023-07-27

Branch Locations

5055 Hwy N Suite 215, Cottleville, MO 63304 • 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
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
  • 06/2022 → Present
    Knights Of Columbus Insurance
    Cottleville, MO
  • 08/2018 → 06/2022
    Jesuit High School
    Tampa, FL
  • 08/2012 → 08/2018
    St. Dominic High School
    O'FAllon, MO
  • 07/2023 → Present
    Cottleville, MO
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-27
  • S65 Uniform Investment Adviser Law Examination
    2023-07-27
Other Names
  • Nathan Doerr

View on SEC IAPD

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