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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 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

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