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Cameron Joseph Iarrobino

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 2023-07-14
  • MA RA
    APPROVED
    Since 2023-07-14

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
Dedham Health Athletic Complex Dedham MA 05/2013 11/2018
Morgan Stanley Wealth Management Boston MA 05/2017 08/2017
Beck Bode Wealth Management, Llc Dedham MA 05/2018 09/2018
Beck Bode Wealth Management, Llc Dedham MA 09/2018 12/2018
Bryant University Smithfield RI 09/2015 05/2019
Global Retirement Partners, Llc San Rafael CA 01/2020 02/2021
Corbco Retirement Group Needham MA 12/2018 02/2021
Twin Focus Capital Partners, Llc Boston MA 03/2021 Present
Twinfocus Capital Partners Boston MA 03/2021 06/2023
Shp Financial Plymouth MA 06/2023 Present
Shp Wealth Management, Llc Plymouth MA 06/2023 Present
  • 05/2013 → 11/2018
    Dedham Health Athletic Complex
    Dedham, MA
  • 05/2017 → 08/2017
    Morgan Stanley Wealth Management
    Boston, MA
  • 05/2018 → 09/2018
    Beck Bode Wealth Management, Llc
    Dedham, MA
  • 09/2018 → 12/2018
    Beck Bode Wealth Management, Llc
    Dedham, MA
  • 09/2015 → 05/2019
    Bryant University
    Smithfield, RI
  • 01/2020 → 02/2021
    Global Retirement Partners, Llc
    San Rafael, CA
  • 12/2018 → 02/2021
    Corbco Retirement Group
    Needham, MA
  • 03/2021 → Present
    Twin Focus Capital Partners, Llc
    Boston, MA
  • 03/2021 → 06/2023
    Twinfocus Capital Partners
    Boston, MA
  • 06/2023 → Present
    Shp Financial
    Plymouth, MA
  • 06/2023 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-13
  • S65 Uniform Investment Adviser Law Examination
    2020-02-13
Other Names
  • Cameron Joseph Iarrobino
  • Cameron Iarrobino

View on SEC IAPD

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CITIZENS SECURITIES, INC.

Other Investors

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MARCI PORTER LUCIER
Owen Michael Imparato
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo
Joshua Paul Santos

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

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