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Bradley Parillo

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 2024-09-24
  • MA RA
    APPROVED
    Since 2024-09-24

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
Florida Financial Advisors Miami FL 10/2023 11/2023
Boston College High School Boston MA 12/2015 12/2019
Texas Christian University Fort Worth TX 12/2019 08/2023
Unemployed Kingston MA 12/2023 01/2024
New York Life Insurance Company Waltham MA 02/2024 06/2024
Nylife Securities Llc Waltham MA 03/2024 06/2024
Cornerstone Financial Group, Llc Plymouth MA 09/2013 06/2024
Shp Financial, Llc Plymouth MA 08/2024 Present
Shp Wealth Management, Llc Plymouth MA 08/2024 Present
  • 10/2023 → 11/2023
    Florida Financial Advisors
    Miami, FL
  • 12/2015 → 12/2019
    Boston College High School
    Boston, MA
  • 12/2019 → 08/2023
    Texas Christian University
    Fort Worth, TX
  • 12/2023 → 01/2024
    Unemployed
    Kingston, MA
  • 02/2024 → 06/2024
    New York Life Insurance Company
    Waltham, MA
  • 03/2024 → 06/2024
    Nylife Securities Llc
    Waltham, MA
  • 09/2013 → 06/2024
    Cornerstone Financial Group, Llc
    Plymouth, MA
  • 08/2024 → Present
    Shp Financial, Llc
    Plymouth, MA
  • 08/2024 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-05
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05
Other Names
  • Bradley Robert Parillo
  • Bradley Parillo

View on SEC IAPD

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Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
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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