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Michael Frank Lodato

Knights Of Columbus Asset Advisors LLC

Windsor, CO

New Haven, CT

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Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-08-07
WY RA APPROVED 2024-08-07
  • CO RA
    APPROVED
    Since 2024-08-07
  • WY RA
    APPROVED
    Since 2024-08-07

Branch Locations

Windsor, CO • 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 New Haven CT 06/2007 Present
Knights Of Columbus Asset Advisors Llc New Haven CO 07/2024 Present
Other Businesses

Knights of Columbus, not investment related, One Columbus Plaza New Haven Ct. 06510, sell Life Insurance, field agent, 06-01-2007, 160hrs/month, I help clients with their needs in the insurance industry.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-07
  • S65 Uniform Investment Adviser Law Examination
    2024-08-07
Other Names
  • Michael Lodato

View on SEC IAPD

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