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225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Stow | MA | 01/2017 | 12/2017 |
| Citizens Investment Services | Providence | RI | 12/2017 | 02/2020 |
| Russell Investments | Seattle | WA | 06/2014 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2020 | 12/2021 |
| Northwestern Mutual Investment Services Llc | Boston | MA | 03/2020 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2020 | 12/2021 |
| Adam Baur | Boston | MA | 12/2021 | 09/2023 |
| Michael Raposa | Boston | MA | 12/2021 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2023 | 09/2023 |
| Citizens Investments | Newton | MA | 01/2018 | 03/2020 |
| Northwestern Mutual | Boston | MA | 03/2020 | 09/2023 |
| Shp Wealth Management, Llc | Plymouth | MA | 10/2023 | Present |
| Shp Financial Llc | Plymouth | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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