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225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-10-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shp Financial, Llc | Plymouth | MA | 09/2003 | Present |
| Gep Real Estate | Dartmouth | MA | 01/2007 | Present |
| D&K Partners | Dartmouth | MA | 07/2010 | Present |
| Beloit Maverick Llc | Beloit | KS | 07/2014 | Present |
| Shp Wealth Management Llc | Lakeville | MA | 11/2015 | 12/2025 |
| Paxcam Marketing | Plymouth | MA | 01/2018 | 12/2021 |
| Gregoire & Associates, Llc | Lakeville | MA | 03/2015 | Present |
| Four Hands, Llc | Plymouth | MA | 01/2021 | Present |
| Shp Holding, Llc | Plymouth | MA | 06/2022 | Present |
| Nationwide Investment Solutions, Llc | Nantucket | MA | 06/2023 | 12/2025 |
| Shp Wealth Management Llc | Lakeville | MA | 11/2015 | Present |
| Shp Financial, Llc | Plymouth | MA | 09/2003 | 12/2025 |
GEP REAL ESTATE - OWNER 0 HRS PER WEEK - LOOK FOR REAL ESTATE OPPORTUNITIES Gregoire & Associates, LLC - OWNER 0 HRS PER WEEK - LOOK FOR REAL ESTATE OPPORTUNITIES SHP FINANCIAL - INSURANCE SALES, INSURANCE AGENT - OWNER 40 HOURS PER WEEK D&K PARTNERS - OWNER 1 HOUR PER WEEK - BUY REAL ESTATE FOR MYSELF WITH OTHER OWNERS AT D&K BELOIT MAVERICK LLC - CO-OWNER 0 HOURS PER WEEK - LOOK FOR REAL ESTATE OPPORTUNITIES PaxCam Marketing; Plymouth, MA; Director; marketing services; not investment related; 1/1/2018 start date; 2 hours per week Derek L. Gregoire is a partner of Four Hands, LLC. Four Hands has minor ownership interests in Triad Partners, which SHP may use to write annuity and life insurance business through. SWML will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will an advisory client be required to use the outside services of any supervised person as a condition of receiving advisory services of SWML. No client is under any obligation to purchase any insurance product. Derek L. Gregoire engages in a relationship with attorney Keith McManus of McManus Estate Planning. They share insurance commissions on mutual clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-06 |
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