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57 River Street Suite 202, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-21 |
| MA | RA | APPROVED | 2022-01-24 |
Branch Locations
57 River Street Suite 202, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | South Waltham | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | South Waltham | MA | 11/2016 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Wellesley | MA | 06/2018 | 01/2022 |
| Argonautica Private Wealth Management, Inc. | Wellesley | MA | 01/2022 | Present |
NOTARY, NOT INV RELATED, STATE OF MASSACHUSETTS, START 10/3/2018, .25 HOURS PER MONTH, ZERO DURING TRADING, NOTARIZE DOCUMENTS. INSURANCE LICENSE - 57 RIVER STREET, SUITE 202, WELLESLEY, MA, USA, 02481; INSURANCE AGENT; CONSULTING CLIENTS ON INSURANCE COVERAGE ALLOCATIONS; INVESTMENT RELATED BUSINESS; <1% TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-02 |
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