Kevin Patterson
Professional summary
Kevin Patterson is a registered financial professional currently at HERITAGE CAPITAL GROUP, INC. located in Savannah, Georgia.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 2026. Kevin has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kevin Patterson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2026 - Present
HERITAGE CAPITAL GROUP, INC.
Office #1: 100 Commercial Ct. Suite C, Savannah, GA 31406State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2026)
Exams
Series 79TO
Date: 1/2/2026
Investment Banking Registered Representative ExaminationFINRA
Current Firm
HERITAGE CAPITAL GROUP, INC.
CRD#: 44053 / SEC#: , 8-50519
Contact information
FINRA licenses (17 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WIGGINS, CHARLES DONALD | SHAREHOLDER | 2953990 |
| HOLLEY, CECIL MCNAIR | SHAREHOLDER | 5978590 |
| KRAVET, DOUGLAS MICHAEL | SHAREHOLDER/ FINOP | 4892745 |
| NICHOLSON, WILLIAM ROBERT | CCO | 4445995 |
| SERKIN, HOWARD CHARLES | SHAREHOLDER | 2956726 |
| KELLISON, CHARLES ALEXANDER | PRESIDENT/SHAREHOLDER | 5772126 |
| SORENSON, WILLIAM DICK | CEO/SHAREHOLDER | 6436196 |
Red Flags
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