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Current Employers
Argonautica Private Wealth Management, Inc

57 River Street Suite 202, Wellesley, MA 02481 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-29
TX RA APPROVED 2025-05-20
  • MA RA
    APPROVED
    Since 2025-05-29
  • TX RA
    APPROVED
    Since 2025-05-20

Branch Locations

57 River Street Suite 202, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cross Financial Services Corporation San Antonio TX 09/2014 11/2018
Financial Life Advisors San Antonio TX 03/2017 08/2022
Klr Investment Advisors, Llc Boston MA 09/2023 07/2024
Unemployed Brookline MA 08/2022 09/2023
Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) Marion MA 07/2024 01/2025
Argonautica Private Wealth Management Wellesley MA 05/2025 Present
Unemployed Brookline MA 02/2025 04/2025
  • 09/2014 → 11/2018
    Cross Financial Services Corporation
    San Antonio, TX
  • 03/2017 → 08/2022
    San Antonio, TX
  • 09/2023 → 07/2024
    Klr Investment Advisors, Llc
    Boston, MA
  • 08/2022 → 09/2023
    Unemployed
    Brookline, MA
  • 07/2024 → 01/2025
    Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
    Marion, MA
  • 05/2025 → Present
    Argonautica Private Wealth Management
    Wellesley, MA
  • 02/2025 → 04/2025
    Unemployed
    Brookline, MA
Previous Registrations
  • 2024-07-01 → 2025-01-27
    Brookline, MA
    Marion, MA
  • 2023-10-11 → 2024-07-02
    Klr Investment Advisors, Llc
    Providence, RI
    Boston, MA
  • 2017-03-02 → 2022-08-26
    San Antonio, TX
  • 2014-10-06 → 2018-11-09
    Financial Life Advisors
    San Antonio, TX
  • 2010-02-04 → 2014-06-09
    Heritage Financial Services
    Westwood, MA
Other Businesses

STANTON CONDOMINIUM TRUST; NOT INVESTMENT RELATED; BROOKLINE, MA; CONDOMINIUM; TRUSTEE; START 1/1/2024; 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING; UNPAID TRUSTEE FOR PRIMARY RESIDENCE CONDOMINIUM.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-26
  • S66 Uniform Combined State Law Examination
    2008-11-26
Designations
Other Names
  • Mike Mcintosh

View on SEC IAPD

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