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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Lake Mariners | Celina | OH | 09/2017 | 07/2018 |
| Legends Hospitality | Arlington | TX | 08/2018 | 12/2018 |
| Student | Celina | OH | 12/2014 | 05/2020 |
| Legends Hospitality | Arlington | TX | 07/2020 | 07/2021 |
| Dropbox | Dallas | TX | 08/2021 | 11/2024 |
| Ohio University | Athens | OH | 08/2019 | 05/2020 |
| Unemployed | The Colony | TX | 12/2024 | 12/2024 |
| The Patriot Financial Group Insurance Agency, Llc | The Colony | TX | 01/2025 | Present |
| Unemployed | The Colony | TX | 05/2020 | 07/2020 |
Champion Financial Group LLC; Owner; Investment Related; 4029 Malone Avenue The Colony TX 75056; Description: An LLC for advisory business; Start date: 2025-10-12; 0 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 30 Percent of total yearly compensation expected to be derived from the business. McGohan Capital LLC; Member; Investment Related; 4029 Malone Ave. The Colony Texas 75056; This business owns multiple real estate rental properties; Responsibilities include Respond to property manager and doing bookwork; 2025-06-01; 0 Hours per month devoted to business during trading hours; 5 Hours per month devoted to business outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business. The Colony Chamber of Commerce; Member; Not Investment Related; 4400 State Hwy 121 #300 The Colony TX 75056; Networking events available 2-3 times a month with other events available to attend also; Start date with business: 2025-03-31; 4 Hours per month devoted to business during trading hours; 3 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business. Professional Connectors; Castle Hills Chapter Leader; Not Investment Related; 1413 Santa Fe Trail Carrollton TX 75007; Description: This is a networking group with multiple chapters. I lead one chapter and can receive compensation for paid members in my group; 2025-10-22; 2 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business. Champion Financial Group; Member; Investment related; 4029 Malone Avenue The Colony TX 75056-3072; Description: I received my General lines - life, accident, health and HMO license in the state of Texas; Start date: 2026-02-11; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-03 |
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