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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 | 2022-02-03 |
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 | 08/2022 |
| Argonautica Private Wealth Management, Inc. | Wellesley | MA | 08/2022 | Present |
1. TRUSTEE FOR MOTHER-IN-LAW; INVESTMENT RELATED; HOPKINTON, MA; START 5/1/2009; 0 HRS PER MONTH. 2. SUDBURY VALLEY TRUSTEE, INV. RELATED, SUDBURY, MA. FINANCE COMMITTEE MEMBER AND INVESTMENT COMMITTEE MEMBER, START: 4/27/11, 1 HOUR/MONTH, 0 DURING TRADING, PARTICIPATES IN FINANCE AND INVESTMENT RELATED WORK. 3. TRUSTEE FOR FATHER-IN-LAW; INVESTMENT RELATED; HOPKINTON, MA; START 5/1/2009; 0 HRS PER MONTH. 4. 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 | 1995-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-24 |
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