Champ D Warren

Current Employers

Employment History

• 03/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2011 → Present
  Bank Of America,N.A.
  Houston, TX

Other Businesses

NAME: IRISH INTERESTS LLCFOR PROFIT INVESTMENT RELATED: YES ADDRESS: HOUSTON, TEXAS 77005POSITION: MANAGING MEMBERSTART DATE: 10/16/11HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0DUTIES: MAINTAIN THE PROPERTY AND PAY TAXES I*56917Nature: Charitable OrganizationName: Strake Jesuit College Preparatory Endowment FundInvestment related: YesAddress: Houston, Texas 77036Position: Director Start date: 10/1/2012Hours devoted: 2 hours QrtlyHours devoted during trading hours: 2Duties: Strake Jesuit is a private Catholic High School. I graduated there. My responsibility would be to help the school make decisions on the asset allocation and investment alternatives for their endowment fund.I*: one one eight eight nine three Nature of business: Charitable OrganizationName: Kickstart KidsInvestment related: NoAddress: Houston, TX 77042Position: DirectorStart date: 1/1/19Hours devoted: 1 hr MthlyHours devoted during trading hours: 1Duties: School based program helps middle and high school age children build character through karate and gain the discipline and confidence to pursue college and avoid drugs and gangs. I*128632For-Profit Name: WSG Investment Partners Twenty Twenty LLCInvestment related: YesAddress: Bellaire, Texas 77401Position: Limited Partner Start : 12/15/19Hours devoted: 2 hrs AnnuallyHours devoted during trading hours: 0Duties: Holding for non-Merrill Lynch approved PE investments I*129122Non-Profit Name: Kipp Academy HoustonInvestment related: NoAddress: Houston, Texas 77099Position: DirectorStart date: 2/6/20Hours devoted: 2 hrs QrtlyHours devoted during trading hours: 4Duties: I will be joining Kipp Academy's Houston Board I*132509Non-Profit Name: CareerSpringInvestment related: NoAddress: Bellaire, Texas 77401Nature: Charitable Position, title: DirectorStart date: 8/3/2020Hours devoted: 4 hrs QrtlyHours devoted during trading hours: 4Duties: Non-profit preparing and connecting first generation college students to career opportunities with employers seeking a more diverse workforce.I*652278Name: Irish Interests III LLCDate started: 12/22/2021I plan to purchase a rentalI*1159292Entity For ProfitName: Bungalow Five LLCInvestment related: NoAddress: Houston, TX 77005Nature of business: LLCPosition, title: General Partner/Managing Member Start date: 1/25/23Hours devoted: 2 hrs YearlyHours devoted during trading hours: 0Duties: Holding company for a home my wife purchased to refurbish and either sell or rent once completed. I*: 2177280Entity Type: CharitableName of OBA: Dream Rides EntrepreneurshipAddress: Houston, TX 77005Investment Related: NoPosition: Board member Start : 2/28/2025Number of Hours: Number of Hours during trading: Duties: My son established this non-profit to provide underserved high school youth with an experiential learning opportunity that combines entrepreneurship i instruction from very successful business owners and an on-track experience in a multitude of exotic cars driven by the entrepreneurs who own the cars. It is meant to be a transformative experience that lights the fire and inspires them to have a dream I*4529269, Entity Type: Entity Charitable, Name: Strake Jesuit College Prep., Address: Houston, Texas, 77036, Investment Related: N, Position: Board Member, Employee Start Date: 09/17/2026, No Hours: 40 Yearly, No Hours during Trading: 16 Yearly, Duties:I will serve a general governance role on the board. My responsibility will be to vote on issues associated with the governance of the school. This could include expanding our enrollment, physical footprint through capital expenditure projects, expanding teacher headcount, voting on annual budgets, potential hiring decisions, etc. My role will have nothing to do with firm business or any sort of solicitation, and should not involve any sort of conflict of interest. Strake Jesuit is a private Catholic high school.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-27
• S63 Uniform Securities Agent State Law Examination
  1996-09-17

Other Names

• Champ D Iii Warren
• Champ Dee Warren