Daniel Hellier

Current Employers

Knights Of Columbus Asset Advisors Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-03-15

CA RA
APPROVED

Since 2024-03-15

Branch Locations

151 Callan Ave, San Leandro, CA 94577 • 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
Knights Of Columbus Insurance	San Leandro	CA	10/2023	Present
Verus Aec	Concord	CA	09/2022	06/2023
Prince Of Peace Abbey	Oceanside	CA	09/2021	08/2022
Jti Electric	Fresno	CA	11/2020	09/2021
Advanced Mechatronic Solutions	San Diego	CA	11/2018	11/2020
John Paul The Great Catholic University	Escondido	CA	09/2016	09/2018
Knights Of Columbus Asset Advisors Llc	San Leandro	CA	01/2024	Present
Unemployed	Alameda	CA	06/2023	10/2023
Unemployed	San Diego	CA	09/2018	11/2018

10/2023 → Present

Knights Of Columbus Insurance

San Leandro, CA
09/2022 → 06/2023

Verus Aec

Concord, CA
09/2021 → 08/2022

Prince Of Peace Abbey

Oceanside, CA
11/2020 → 09/2021

Jti Electric

Fresno, CA
11/2018 → 11/2020

Advanced Mechatronic Solutions

San Diego, CA
09/2016 → 09/2018

John Paul The Great Catholic University

Escondido, CA
01/2024 → Present

Knights Of Columbus Asset Advisors Llc

San Leandro, CA
06/2023 → 10/2023

Unemployed

Alameda, CA
09/2018 → 11/2018

Unemployed

San Diego, CA

Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Fraternal Insurance Agent, Selling life insurance, long term care, disability income and annuities, Start Date: (10/2023), 80 hours a month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-15

S65 Uniform Investment Adviser Law Examination

2024-03-15