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Laura Russo

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 2024-07-24
  • MA RA
    APPROVED
    Since 2024-07-24

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
Boyd And Boyd Pc Hyannis MA 04/2015 11/2017
Bank Of America (Us Trust) Boston MA 12/2017 10/2018
Shp Financial Plymouth MA 10/2018 Present
Shp Wealth Management, Llc Plymouth MA 06/2024 Present
  • 04/2015 → 11/2017
    Boyd And Boyd Pc
    Hyannis, MA
  • 12/2017 → 10/2018
    Bank Of America (Us Trust)
    Boston, MA
  • 10/2018 → Present
    Shp Financial
    Plymouth, MA
  • 06/2024 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-28
Other Names
  • Laura K Dominguez

View on SEC IAPD

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CITIZENS SECURITIES, INC.

Other Investors

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MARCI PORTER LUCIER
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

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