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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2019-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icapital, Llc | Portsmouth | NH | 05/2004 | 03/2019 |
| Lighthouse Capital, Llc | Boston | MA | 03/2014 | 03/2019 |
| Patriot Financial Group | Westborough | MA | 03/2019 | Present |
I AM AN INSURANCE AGENT THAT IS LICENSED FOR HEALTH, LIFE, & DISABILITY INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-28 |
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