Best Investors
Account
Sign in
Best Investors
Account
Sign in
225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-04-27 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Apttus Corporation | San Meteo | CA | 01/2016 | 12/2017 |
| Oracle America | Burlington | MA | 08/2018 | 05/2020 |
| Shp Financial | Plymouth | MA | 08/2020 | Present |
| Shp Wealth Management, Llc | Plymouth | MA | 04/2021 | Present |
| N/A | San Mateo | CA | 01/2017 | 07/2018 |
| Duxbury Bay Maritime School | Duxbury | MA | 03/2022 | Present |
Duxbury Bay Maritime School - Match 2022 - Adult competitive water rowing coach. Non investment related. Duxbury, MA, 6 hours a week. Operations; TT Medical USA; Is the business investment related: No; Location of the business: 56 Pembroke Woods Drive Pembroke MA 02359 USA; Description of the business: Medical device company; Responsibilities Duties: Book keeping with Company Quickbooks; Start date with business: 2024-02-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
Reach out to this advisor