Best Investors
Account
Sign in
225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 02/2011 | 03/2017 |
| Bank Of America, N.A. | Plymouth | MA | 03/2013 | 03/2017 |
| Shp Wealth Management, Llc | Plymouth | MA | 03/2017 | Present |
SHP Financial; Plymouth, MA; insurance agent; provides insurance services; investment related; 20 hours per week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-22 |
Reach out to this advisor