BAY FINANCIAL PLANNING & TAX SERVICES, LLC
Legal name: CHESAPEAKE FINANCIAL PLANNING
CRD #283715 SEC #801-117791 ANNAPOLIS, MD 410-974-0410
SEC Registered
Total AUM
--
Discretionary
--
Employees
6
Clients
101
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, ELIZABETH, M | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (9)
DE FL IN MD NH NJ PA TX VA
Address
71 OLD MILL BOTTOM ROAD NORTHSUITE 201
ANNAPOLIS, MD 21409
United States
Phone: 410-974-0410