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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 | Jul 14, 2023 | n/a | yes | PLYMOUTH, MA | Current employment |
| TWIN FOCUS CAPITAL PARTNERS, LLC | Independent wealth | Mar 16, 2021 | Jun 20, 2023 | no | BOSTON, MA | Previous registration |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Mar 12, 2020 | Mar 1, 2021 | no | SAN RAFAEL, CA|Needham, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TWIN FOCUS CAPITAL PARTNERS, LLC | SHP WEALTH MANAGEMENT, LLC | Jun 20, 2023 | Jul 14, 2023 | 24 | Firm change | RIA to RIA |
| GLOBAL RETIREMENT PARTNERS LLC | TWIN FOCUS CAPITAL PARTNERS, LLC | Mar 1, 2021 | Mar 16, 2021 | 15 | Firm change | Other |