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18 Central Street, Rockport, ME 04856 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birch Point Wealth Management | Rockport | ME | 03/2026 | Present |
| M&A Real Estate Partners | Los Angeles | CA | 10/2012 | 03/2023 |
| Norwegian Bay Capital | Rockport | ME | 10/2022 | Present |
1) NORWEGIAN BAY CAPITAL; INVESTMENT RELATED; ROCKPORT, ME; PRIVATE REAL ESTATE INVESTMENT COMPANY; PRINCIPAL; APPROX. 10 HOURS PER MONTH DURING TRADING HOURS AND APPROX. 10 HOURS PER MONTH DURING NON-TRADING HOURS; RESPONSIBLE FOR THE OVERSIGHT OF ALL ASSET MANAGEMENT ACTIVITIES FOR THE BUSINESS AND OVERSIGHT OF ALL THIRD-PARTY PROPERTY MANAGERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-24 |
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