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2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-23 |
Branch Locations
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Persimmon Capital Partners | Baltimore | MD | 05/2012 | 12/2023 |
| Black Diamond Financial | Towson | MD | 01/2024 | Present |
Mr. Tobin serves on the following boards. None are investment-related. The activities take up less than 10% of his time and do not occur during trading hours. 1. November 2012-Present; Board Member; Kevin E. Reichardt Foundation; A non-profit organization that provides scholarships to high school and college student-athletes. 2. January 2013-Present; Board Member, Saleswarp, Inc., A software and development company that provides commerce and operations management solutions. 3. November 2012-Present; Board Member, Redpoint Global, Inc., A software and development company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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