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57 River Street Suite 202, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-20 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-26 |
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