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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-15 |
| MD | RA | APPROVED | 2024-04-15 |
| PA | RA | APPROVED | 2024-04-15 |
| VA | RA | APPROVED | 2024-04-15 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1125 West St. Suite 240, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baycraft Asset Management | Severna Park | MD | 02/2002 | Present |
| Spire Investment Partners, Llc | Reston | VA | 08/2016 | 04/2024 |
| Packerland Brokerage Services | Green Bay | WI | 04/2024 | Present |
1 BAYCRAFT ASSET MANAGEMENT - 8221 RITCHIE HIGHWAY, SUITE 301, PASADENA, MD 21122 - PRIV CORP - TAXES, FINANCIAL PLANS, CONSULTING AND INSURANCE - 2/2002 - 100% OF TIME - 1 HR/MO/TRD HRS - TAXES, FINANCIAL PLANS, CONSULTING, & INSURANCE - NONINVESTMENT RELATED. DBA FOR INVESTMENT MANAGEMENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-01 |
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