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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-18 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Omaha | NE | 06/2022 | Present |
| Knights Of Columbus Asset Advisors Llc | Omaha | NE | 01/2024 | Present |
| Werner Enterprises Inc | Omaha | NE | 06/2014 | 06/2022 |
Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: (06/2022), 80 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-17 |
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