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225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shp Wealth Management, Llc | Plymouth | MA | 05/2026 | Present |
| Shp Financial, Llc | Plymouth | MA | 05/2026 | Present |
| Michael Page | Boston | MA | 10/2022 | 04/2023 |
| Tomorrow.IO | Boston | MA | 10/2021 | 09/2022 |
| 98.5 The Sports Hub | Waltham | MA | 03/2021 | 08/2021 |
| The Grocery Runners | West Chester | OH | 02/2021 | 03/2021 |
| Pinehills Golf Course | Greenwich | CT | 09/2020 | 11/2020 |
| Cronin Group Llc | Boston | MA | 01/2020 | 04/2020 |
| 91.1 Wmua | Amherst | MA | 04/2018 | 06/2020 |
| 98.5 The Sports Hub | Waltham | MA | 12/2018 | 03/2020 |
| Atlantic 10 Conference | Newport News | VA | 05/2019 | 05/2019 |
| 98.5 The Sports Hub | Waltham | MA | 05/2018 | 08/2018 |
| Papa Gino'S | Dedham | MA | 06/2018 | 07/2018 |
| Hampshire Commissary, University Of Massachusetts Amherst | Shrewsbury | MA | 11/2017 | 03/2018 |
| Town Of Kingston, Recreation Department | Kingston | MA | 07/2017 | 08/2017 |
| Yogibo | Nashua | NH | 05/2017 | 08/2017 |
| Berkshire Dining Hall, University Of Massachusetts Amherst | Shrewsbury | MA | 01/2017 | 05/2017 |
| Fidelity Investments | Smithfield | RI | 04/2023 | 12/2024 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2016 | 05/2020 |
| Private Client Services, Llc | Boston | MA | 01/2025 | 04/2026 |
| Mayflower Financial Advisors, Llc | Boston | MA | 01/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-30 |
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