ANNAPOLIS FINANCIAL SERVICES, LLC
Legal name: BAY POINT WEALTH
CRD #123095 SEC #801-95167 ANNAPOLIS, MD 410-626-8198
SEC Registered
Total AUM
$399.2M
Discretionary
$399.2M
Employees
8
Clients
101
Accounts
688
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2024
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, KIMBERLY | I | OWNER | NA | Control |
| ANDERSON, KIMBERLY | I | OWNER | NA | Control |
| ANDERSON, KIMBERLY | I | OWNER | NA | Control |
| ANDERSON, KIMBERLY | I | OWNER | NA | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MEMBER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | CEO | E | Control |
| HUFNELL, WILLIAM, JAMES | I | CEO | E | Control |
| HUFNELL, WILLIAM, JAMES | I | CEO | E | Control |
| HUFNELL, WILLIAM, JAMES | I | CEO | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | D | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | D | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | D | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | D | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | D | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | D | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| HUFNELL, WILLIAM, JAMES | I | MANAGING DIRECTOR, CFO | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| KANTOWSKI, JAMES, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING, CHIEF INVESTMENT OFFICER | C | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| DIPPEL, LYN, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | B | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, KIMBERLY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Hufnell, William, Joseph | I | ASSOCIATE ADVISOR | A | |
| Hufnell, William, Joseph | I | ASSOCIATE ADVISOR | A | |
| Hufnell, William, Joseph | I | ASSOCIATE ADVISOR | A | |
| Hufnell, William, Joseph | I | ASSOCIATE ADVISOR | A | |
| Hufnell, William, Joseph | I | ASSOCIATE ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | ADVISOR | A | |
| Hufnell, William, Joseph | I | MEMBER | A | Control |
| Hufnell, William, Joseph | I | MEMBER | A | Control |
| Hufnell, William, Joseph | I | MEMBER | A | Control |
Registrations
Federal
IA
Jul 22, 2024 REGISTERED
Notice Filings (11)
CA DC FL MD NC NH NY PA SC TX VA
Address
582 BELLERIVE ROAD4D
ANNAPOLIS, MD 21409
United States
Phone: 410-626-8198