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225 Water St Suite C210, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shp Financial, Llc | Plymouth | MA | 05/2026 | Present |
| High School Student | Plymouth | MA | 12/2015 | 09/2016 |
| Haverty & Feeney Attorneys At Law | Plymouth | MA | 09/2016 | 08/2020 |
| Freshman Year College | Kingston | RI | 09/2020 | 05/2021 |
| L. Knife & Son | Kingston | MA | 05/2021 | 08/2021 |
| Sophomore Year College | Kingston | RI | 09/2021 | 05/2022 |
| Morgan Stanley | Wellesley | MA | 07/2023 | 08/2023 |
| Partners Hospitality | Middleboro | MA | 05/2022 | 09/2024 |
| Shp Financial, Llc | Plymouth | MA | 09/2024 | 12/2025 |
| Shp Wealth Management, Llc | Plymouth | MA | 12/2025 | Present |
SHP Financial, LLC; Insurance Agent; Investment Related; 225 Water St. C210 Plymouth MA 02360; Description: Insurance agent to sell fixed annuities and life insurance; 2026-05-08; 5 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
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