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Joshua Richard Kosinski

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
Bryant University North Smithfield RI 09/2016 06/2020
Shp Financial Plymouth MA 09/2020 Present
Shp Wealth Management, Llc Plymouth MA 05/2023 Present
  • 09/2016 → 06/2020
    Bryant University
    North Smithfield, RI
  • 09/2020 → Present
    Shp Financial
    Plymouth, MA
  • 05/2023 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-22
  • S65 Uniform Investment Adviser Law Examination
    2023-06-22
Other Names
  • Joshua R Kosinski

View on SEC IAPD

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Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
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

More in Plymouth, MA

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