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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-07-08 |
| KS | RA | APPROVED | 2024-03-11 |
| MO | RA | APPROVED | 2024-03-11 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Kansas City, MO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | Kansas City | MO | 10/2022 | Present |
| Hy-Vee | Des Moines | IA | 09/2003 | Present |
Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 10/2022, 80 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-08 |
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