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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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 12/2022 | 02/2025 |
| Rsm | Charlestown | MA | 07/2021 | 11/2022 |
| University Of Massachusetts - Amherst | Amherst | MA | 08/2017 | 05/2021 |
| University Of Massachusetts - Amherst | Amherst | MA | 10/2019 | 03/2020 |
| Circuit Lab | Somerville | MA | 06/2019 | 09/2019 |
| Kingston Recreation | Kingston | MA | 07/2015 | 08/2018 |
| Baystate Aquascapes | Kingston | MA | 05/2018 | 06/2019 |
| Stop And Shop | Kingston | MA | 05/2017 | 08/2017 |
| Solsctice | Kingston | MA | 05/2017 | 05/2017 |
| Doordash | San Francisco | CA | 12/2020 | 12/2022 |
| Silverlake Regional High School | Kingston | MA | 08/2013 | 06/2017 |
| Unemployed | Boston | MA | 02/2025 | 03/2025 |
| Shp Wealth Management, Llc | Plymouth | MA | 03/2025 | Present |
| Shp Financial, Llc | Plymouth | MA | 03/2026 | Present |
SHP Financial - Insurance Agent; Investment related: Yes; Location: 225 Water St. C210 Plymouth MA 02360; Description: Insurance Agent for SHP Financial, LLC; Responsibilities Duties: sell fixed annuities and life insurance; Start date: 2026-03-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-17 |
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