DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Brian Mcintosh

Argonautica Private Wealth Management, Incindependent RIAWellesley, MaIA-onlyIAPD 5568022

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Mike Mcintosh

At current firm

1 y

since May 20, 2025

In the industry

17 y

since Nov 26, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Argonautica Private Wealth Management, Inc independent RIA current
since May 20, 2025 · Wellesley, Ma
Baldwin Wealth Partners, LLC independent RIA
Jul 1, 2024 to Jan 27, 2025 · Brookline, Ma
Klr Investment Advisors, LLC former
Oct 11, 2023 to Jul 2, 2024 · Providence, Ri
Financial Life Advisors independent RIA
Mar 2, 2017 to Aug 26, 2022 · San Antonio, Tx
Cross Financial Services Corporation former
Oct 6, 2014 to Nov 9, 2018 · San Antonio, Tx
Heritage Financial Services former
Feb 4, 2010 to Jun 9, 2014 · Westwood, Ma

Moves

a registration end followed by a registration begin elsewhere

Baldwin Wealth Partners, LLC to Argonautica Private Wealth Management, Inc
left Jan 27, 2025, registered May 20, 2025 (113 days) · RIA to RIA
Klr Investment Advisors, LLC to Baldwin Wealth Partners, LLC
left Jul 2, 2024, registered Jul 1, 2024 (-1 days) · RIA to RIA
Financial Life Advisors to Klr Investment Advisors, LLC
left Aug 26, 2022, registered Oct 11, 2023 (411 days) · RIA to RIA
Cross Financial Services Corporation to Financial Life Advisors
left Nov 9, 2018, registered Mar 2, 2017 (-617 days) · Other · moved with a team
Heritage Financial Services to Cross Financial Services Corporation
left Jun 9, 2014, registered Oct 6, 2014 (119 days) · Other

Signals

Michael Brian Mcintosh left Baldwin Wealth Partners, Llc for Argonautica Private Wealth Management, Inc (registered 2025-05-20)
Jan 27, 2025 · Advisor changed firm · fact
Michael Brian Mcintosh left Klr Investment Advisors, Llc for Baldwin Wealth Partners, Llc (registered 2024-07-01)
Jul 2, 2024 · Advisor changed firm · fact
Michael Brian Mcintosh left Financial Life Advisors for Klr Investment Advisors, Llc (registered 2023-10-11)
Aug 26, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address