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Current Employers
The Patriot Financial Group, Llc

55 West Street Suite 201, Walpole, MA 02081 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-02
NY RA APPROVED 2022-10-05
  • TX RA
    APPROVED
    Since 2026-01-02
  • NY RA
    APPROVED
    Since 2022-10-05

Branch Locations

55 West Street Suite 201, Walpole, MA 02081 • United States

173 Main St Po Box 718, Salem, NY 12865 • United States

28 Corporate Drive Suite 100, Clifton Park, NY 12065 • United States

292 Washington Ave Ext Suite #105, Albany, NY 12203 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Advisors Delmar NY 04/2013 10/2016
Investacorp, Inc. Miami FL 10/2016 07/2020
Investacorp Advisory Services Miami FL 10/2016 07/2020
Securities America, Inc. Clifton Park NY 07/2020 12/2022
Securities America Advisors Clifton Park NY 07/2020 12/2022
The Patriot Financial Group, Llc Salem NY 10/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 12/2022 02/2023
Cetera Financial Specialists Llc Schaumburg IL 12/2022 Present
  • 04/2013 → 10/2016
    Primerica Advisors
    Delmar, NY
  • 10/2016 → 07/2020
    Investacorp, Inc.
    Miami, FL
  • 10/2016 → 07/2020
    Investacorp Advisory Services
    Miami, FL
  • 07/2020 → 12/2022
    Securities America, Inc.
    Clifton Park, NY
  • 07/2020 → 12/2022
    Securities America Advisors
    Clifton Park, NY
  • 10/2022 → Present
    Salem, NY
  • 12/2022 → 02/2023
    Schaumburg, IL
  • 12/2022 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
Previous Registrations
Other Businesses

1) THE PATRIOT FINANCIAL GROUP, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SEC REGISTERED INVESTMENT ADVISER, INVESTMENT ADVISER REPRESENTATIVE, ADVISORY BUSINESS, 10H/WEEK, 5H/WEEK DURING TRADING HOURS, SINCE 10/2022 2) FLEX FINANCIAL PLANNING, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENT AND ADVISORY BUSINESS, HELP CLIENTS CREATE PERSONAL STATEMENT OF PURPOSE, SET FINANCIAL GOALS, INVESTMENT STRATEGIES/PLAN, 40H/WEEK, SINCE 01/2018 3) RACHEL LAUBER & CLINTON LAUBER, RENTAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, COLLECT RENT, 1H/WEEK, SINCE 01/2020.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-02-27
  • S63 Uniform Securities Agent State Law Examination
    2014-02-27
Designations
Other Names
  • Rachel Elinor Bonderoff
  • Rachel E Bonderoff

View on SEC IAPD

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