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Joshua Paul Santos

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 2026-06-09
  • MA RA
    APPROVED
    Since 2026-06-09

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
Shp Wealth Management, Llc Plymouth MA 06/2026 Present
Stonehill College Easton MA 09/2021 05/2025
Apponequet Regional High School Lakeville MA 09/2017 06/2021
Shp Financial, Llc Plymouth MA 06/2026 Present
Middle School Lakeville MA 06/2014 06/2017
Stonehill College Easton MA 01/2024 05/2025
Tpc Boston (Caddiemaster) Norton MA 05/2022 09/2024
Lift & Care Systems Inc Lakeville MA 06/2018 05/2022
The Bulfinch Group Needham MA 02/2024 08/2024
Fidelity Investments Smithfield RI 06/2025 05/2026
Lakeville Country Club Lakeville MA 05/2021 08/2021
  • 06/2026 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
  • 09/2021 → 05/2025
    Stonehill College
    Easton, MA
  • 09/2017 → 06/2021
    Apponequet Regional High School
    Lakeville, MA
  • 06/2026 → Present
    Shp Financial, Llc
    Plymouth, MA
  • 06/2014 → 06/2017
    Middle School
    Lakeville, MA
  • 01/2024 → 05/2025
    Stonehill College
    Easton, MA
  • 05/2022 → 09/2024
    Tpc Boston (Caddiemaster)
    Norton, MA
  • 06/2018 → 05/2022
    Lift & Care Systems Inc
    Lakeville, MA
  • 02/2024 → 08/2024
    The Bulfinch Group
    Needham, MA
  • 06/2025 → 05/2026
    Fidelity Investments
    Smithfield, RI
  • 05/2021 → 08/2021
    Lakeville Country Club
    Lakeville, MA
Other Businesses

Joshua Paul Santos is an independent licensed insurance agent with SHP Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-14
S63 Uniform Securities Agent State Law Examination 2025-08-15
  • S65 Uniform Investment Adviser Law Examination
    2026-05-14
  • S63 Uniform Securities Agent State Law Examination
    2025-08-15
Other Names
  • Joshua Santos

View on SEC IAPD

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Owen Michael Imparato
Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo

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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