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The Patriot Financial Group, LLC CRD 172470
$2.64B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-14 |
Branch Locations
55 West Street Suite 201, Walpole, MA 02081 • United States
17002 Marcy St Ste 120, Omaha, NE 68118 • United States
3401 Village Drive Suite 208, Lincoln, NE 68516 • 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 |
|---|---|---|---|---|
| Fairway Asset Management, Llc | Omaha | NE | 05/2015 | 04/2025 |
| Fairway Insurance Services, Llc | Omaha | NE | 05/2015 | 04/2025 |
| Unified Legacy Advisors | Omaha | NE | 04/2025 | Present |
| The Patriot Financial Group Insurance Agency, Llc | Omaha | NE | 04/2025 | Present |
Name of OBA: Unified Retirement Specialists Position/title: Agent Category: Insurance Principal/Control person: No Investment related: yes Address: Same as business location Description: fixed insurance sales Start date: 4/25/2025 Hours devoted to activity: During trading hours: 40 hours a week Outside trading hours: 1 hour a week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-02 |
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