Best Investors Account Sign in
Inactive

Kevin Mcgohan

The Patriot Financial Group, LLC

Walpole, MA

The Colony, TX

CRD 8025014

Claim This Profile
Employer firm

The Patriot Financial Group, LLC CRD 172470

$2.64B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Patriot Financial Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-16
  • TX RA
    APPROVED
    Since 2025-01-16

Branch Locations

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

The Colony, TX • 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
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
  • 09/2017 → 07/2018
    Grand Lake Mariners
    Celina, OH
  • 08/2018 → 12/2018
    Legends Hospitality
    Arlington, TX
  • 12/2014 → 05/2020
    Student
    Celina, OH
  • 07/2020 → 07/2021
    Legends Hospitality
    Arlington, TX
  • 08/2021 → 11/2024
    Dropbox
    Dallas, TX
  • 08/2019 → 05/2020
    Ohio University
    Athens, OH
  • 12/2024 → 12/2024
    Unemployed
    The Colony, TX
  • 01/2025 → Present
    The Patriot Financial Group Insurance Agency, Llc
    The Colony, TX
  • 05/2020 → 07/2020
    Unemployed
    The Colony, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-03
  • S65 Uniform Investment Adviser Law Examination
    2024-12-03
Other Names
  • Kevin A Winters
  • Kevin Anthony Winters Mcgohan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Walpole, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor