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57 River Street Suite 202, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2022-04-22 |
Branch Locations
Chapel Hill, NC • United States
57 River Street Suite 202, Wellesley, MA 02481 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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 |
1. ZEPHYR HOLDINGS LLC; NOT INVESTMENT RELATED, 957 SW 3RD STREET, BOCA RATON, FL 33486; 100% OWNERSHIP, START 10/7/2008, 0 HOURS/MONTH, NONE DURING BUSINESS HOURS, LLC HOLDS AND MANAGES INVESTMENT REAL ESTATE 2. INSURANCE LICENSE; INVESTMENT-RELATED; 304 HILLSBOROUGH ST, CHAPEL HILL, NC, USA, 27514; INSURANCE AGENT; CONSULTING CLIENTS ON INSURANCE COVERAGE ALLOCATIONS; <1% TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-08 |
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