Best Investors Account Sign in
Inactive

Kyle Britton

Shp Wealth Management, LLC

Plymouth, MA

Claim This Profile
Current Employers
Shp Wealth Management, Llc

225 Water St Suite C210, Plymouth, MA 02360 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-10-04
  • MA RA
    APPROVED
    Since 2022-10-04

Branch Locations

225 Water St Suite C210, Plymouth, MA 02360 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 03/2016 06/2020
Equitable Advisors, Llc New York NY 03/2016 09/2022
Shp Wealth Management, Llc Plymouth MA 09/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-15
S63 Uniform Securities Agent State Law Examination 2016-09-30
  • S65 Uniform Investment Adviser Law Examination
    2021-06-15
  • S63 Uniform Securities Agent State Law Examination
    2016-09-30

View on SEC IAPD

Other Firms

EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CONDON WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FLAGSHIP HARBOR ADVISORS, LLC
CITIZENS SECURITIES, INC.

Other Investors

NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato
Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo

Other Offices

EDWARD JONES · PLYMOUTH, MA
INTEGRATED WEALTH CONCEPTS LLC · PLYMOUTH, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Plymouth, MA
CONDON WEALTH MANAGEMENT, INC. · PLYMOUTH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Plymouth, MA
LPL FINANCIAL LLC · PLYMOUTH, MA
FLAGSHIP HARBOR ADVISORS, LLC · Plymouth, MA
CITIZENS SECURITIES, INC. · PLYMOUTH, MA

More in Plymouth, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor