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Alina Osokhovska

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 2025-03-24
  • MA RA
    APPROVED
    Since 2025-03-24

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
Beacon Financial Planning Hyannis MA 07/2021 03/2023
First Citizens Federal Credit Union Hyannis MA 10/2014 12/2020
Beacon Financial Planning Hyannis MA 01/2020 03/2023
Crestwood Advisors Boston MA 03/2023 12/2024
Shp Wealth Management, Llc Plymouth MA 02/2025 Present
  • 07/2021 → 03/2023
    Beacon Financial Planning
    Hyannis, MA
  • 10/2014 → 12/2020
    First Citizens Federal Credit Union
    Hyannis, MA
  • 01/2020 → 03/2023
    Beacon Financial Planning
    Hyannis, MA
  • 03/2023 → 12/2024
    Crestwood Advisors
    Boston, MA
  • 02/2025 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
Previous Registrations
Designations
Other Names
  • Alina O Leon

View on SEC IAPD

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Joshua Richard Kosinski
Michael J Bagni
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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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