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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 | Sep 24, 2024 | n/a | yes | PLYMOUTH, MA | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Oct 18, 2023 | Nov 6, 2023 | no | Miami, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | SHP WEALTH MANAGEMENT, LLC | Nov 6, 2023 | Sep 24, 2024 | 323 | Firm change | Ibd to RIA |