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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-21 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Louis Speakers Series Llc | Ross | CA | 09/2005 | 03/2021 |
| Knights Of Columbus Insurance | New Haven | CT | 04/2021 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 05/2024 | Present |
Knights of Columbus Insurance 1 Columbus Plaza, New Haven, CT 06510 Life insurance, retirement annuity long term disability and long term care insurance product sales Position/Title: Field Agent Start date of my relationship: 4/1/2021 40-45 hours per week devoted to this business 30-35 hours devoted to this business during trading hours In my role as Field Agent, I am engaged in the sale of life insurance, annuity disability and long term care insurance products to members of the Knights of Columbus and their families.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-21 |
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