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.

Current firm

SOUTHSHORE FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 17, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 17, 2004

First registration

Sep 20, 2004

Dual registered

no

Other names

CHRIS SHOUP

IAPD individual key

4822786

• Occurred

  Oct 25, 2023
  Advisor changed firm

  Christopher Paul Shoup left Origin Investment Advisory Llc for Southshore Financial Planning (registered 2025-01-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f5bf39b-0d11-9f97-aa5e-1735c84abcd7

First observed

Sep 20, 2004

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.