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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 | Apr 12, 2017 | n/a | yes | PLYMOUTH, MA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 21, 2011 | Feb 21, 2017 | no | PLYMOUTH, MA|FAIRHAVEN, MA|FAIRHAVEN, MA|RIVERSIDE, RI|FAIRHAVEN, MA|HINGHAM, MA|HANOVER, MA|COHASSET, MA|PLYMOUTH, MA|SCITUATE, MA|PLYMOUTH, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SHP WEALTH MANAGEMENT, LLC | Feb 21, 2017 | Apr 12, 2017 | 50 | Firm change | Other |