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Nicholas Errold Nelson

Shp Wealth Management, LLC

Plymouth, MA

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Current Employers
Shp Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-06-20
  • MA RA
    APPROVED
    Since 2016-06-20

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
Shp Wealth Management, Llc Plymouth MA 06/2016 Present
Previous Registrations
Other Businesses

SHP Financial; Plymouth, MA; insurance agent; provides insurance services; investment related; 20 hours per week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-17
S63 Uniform Securities Agent State Law Examination 2014-09-06
  • S65 Uniform Investment Adviser Law Examination
    2016-02-17
  • S63 Uniform Securities Agent State Law Examination
    2014-09-06
Other Names
  • Nicholas Errold Nelson

View on SEC IAPD

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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

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