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225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wellesley | MA | 06/2020 | 11/2023 |
| W.B Mason | Brockton | MA | 01/2019 | 09/2019 |
| Stonehill College | Easton | MA | 08/2017 | 05/2021 |
| Saint Joseph Prep | Brighton | MA | 09/2013 | 06/2017 |
| Burbank Wealth Management | Wellesley | MA | 06/2020 | 11/2023 |
| Shp Wealth Management, Llc | Plymouth | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-01 |
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