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225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Nissan | Norwell | MA | 07/2018 | 06/2019 |
| Coastal Dealerships | Cohasset | MA | 07/2019 | 05/2021 |
| Shp Financial, Llc | Plymouth | MA | 06/2021 | 06/2024 |
| Shp Financial, Llc | Plymouth | MA | 07/2024 | 03/2025 |
| Shp Wealth Management, Llc | Plymouth | MA | 03/2025 | Present |
| Boston College | Carver | MA | 09/2017 | 05/2022 |
| High School | Carver | MA | 09/2013 | 06/2017 |
| Shp Financial, Llc | Plymouth | MA | 10/2025 | Present |
SHP Financial - Insurance Agent; Investment Related; 225 Water St. C210 Plymouth MA 02360; Responsibilities: insurance sales - annuity and life insurance ; 2025-10-21; 5 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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