Keith Winslow Ellis

Current Employers

Employment History

• 09/2003 → Present
  Shp Financial, Llc
  Plymouth, MA
• 01/2007 → Present
  Gep Real Estate
  Dartmouth, MA
• 07/2010 → Present
  D&K Partners
  Sagamore Beach, MA
• 06/2008 → Present
  Keith Ellis & Associates
  Sagamore Beach, MA
• 01/2018 → 12/2021
  Wagg Marketing
  Plymouth, MA
• 01/2021 → Present
  Wicked Fire Pizza
  Plymouth, MA
• 01/2021 → Present
  Four Hands, Llc
  Plymouth, MA
• 06/2022 → Present
  Shp Holding, Llc
  Plymouth, MA
• 06/2023 → 12/2025
  Nationwide Investment Solutions, Llc
  Nantucket, MA
• 01/2025 → Present
  Joes Stuff, Llc
  Plymouth, MA
• 01/2025 → Present
  G.O.A.T Cards And Collectibles, Llc
  Plymouth, MA
• 11/2015 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 09/2003 → 12/2025
  Shp Wealth Management, Llc
  Plymouth, MA
• 09/2003 → 12/2025
  Shp Financial, Llc
  Plymouth, MA

Previous Registrations

• 2015-02-02 → 2015-12-31
  Freedom Investment Management, Inc.
  South Windsor, CT

Other Businesses

1. SHP FINANCIAL, LLC - INSURANCE AGENT- 40 HOURS/WEEK. 2. D&K PARTNERS - OWNER, REAL ESTATE - 1 HR/WEEK. 3. GEP REAL ESTATE - ONWER, REAL ESTATE - 1 HR/WEEK. 4. KEITH ELLIS AND ASSOCIATES - PRESIDENT, REAL ESTATE - 1 HR/WEEK. 5. Keith Winslow Ellis is a partner of Four Hands, LLC. Four Hands has minor ownership interests in Triad Partners, which SHP may use to write annuity and life insurance business through. SWML will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will an advisory client be required to use the outside services of any supervised person as a condition of receiving advisory services of SWML. No client is under any obligation to purchase any insurance product. Keith Winslow Ellis engages in a relationship with attorney Keith McManus of McManus Estate Planning. They share insurance commissions on mutual clients. 6. Wicked Fire Pizza - Co-owner - Pizza food truck - not investment related. 1 hour a week. 7. Joes Stuff, LLC - Manager; not investment related; 35 RUSSELL MILLS RD PLYMOUTH MA 02360; Online market place sales for collectables and trading cards; Lends money for the business to buy collectables; 2025-01-01; 0 Hours per month during and outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business. 9. G.O.A.T CARDS AND COLLECTIBLES, LLC - Manager; not investment related; 150 WATER ST SUITE 106 PLYMOUTH MA 02360; Buy and sell collectables; Lends money for the business to buy collectables; 2025-04-01; 0 Hours per month during and outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-06

Other Names

• Keith Ellis