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225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shp Wealth Management, Llc | Plymouth | MA | 01/2023 | Present |
| Shp Financial | Plymouth | MA | 08/2022 | Present |
| Full-Time College Student | Dartmouth | MA | 08/2018 | 05/2022 |
| Shp Financial | Plymouth | MA | 09/2021 | 12/2021 |
| North Easton Savings Bank | Plymouth | MA | 06/2019 | 08/2019 |
| Student | Lakevile | MA | 01/2013 | 06/2018 |
James Patrick Sferrazza is an Insurance Agent at SHP Financial, LLC; Investment related: Yes; Location: 225 Water St, C210 Plymouth MA 02360; Start date with business: 2024-06-12; Hours per month devoted to business during trading hours: 40; 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
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