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Advisor at SHP WEALTH MANAGEMENT, LLC
PLYMOUTH, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SHP WEALTH MANAGEMENT, LLC | Independent wealth | May 28, 2026 | n/a | yes | PLYMOUTH, MA | Current employment |
| MAYFLOWER ADVISORS | Mixed wealth | Feb 5, 2025 | May 1, 2026 | no | BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 28, 2024 | Jan 6, 2025 | no | SMITHFIELD, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAYFLOWER ADVISORS | SHP WEALTH MANAGEMENT, LLC | May 1, 2026 | May 28, 2026 | 27 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MAYFLOWER ADVISORS | Jan 6, 2025 | Feb 5, 2025 | 30 | Firm change | Other |