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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-23 |
| TX | RA | APPROVED | 2022-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbs Sports Radio | College Park | MD | 10/2009 | Present |
| Ubs Financial Services Inc | Hunt Valley | MD | 11/2010 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 03/2022 | Present |
| Bank Of America, N.A. | Towson | MD | 04/2022 | Present |
I*803285For profit or not for profit: Entity CharitableName of outside business organization: CareFirst BlueCross BlueShieldInvestment related: NAddress of business: Baltimore, Maryland, 21224Nature of business: ["Hospital or Healthcare System"]Position, title, association: ["Board Member"], Start date of relationship: 9/1/2013Number of hours devoted: 40 hour(s) YearlyNumber of hours devoted during trading hours: 20Duties: , To assist in compliance oversight responsibilities but I am not a decision makerNAME OF OTHER BUSINESS:Fan Media / INVESTMENT RELATED?: No / ADDRESS: remote access/paperless company (kirk@fanmedianetwork.com)/ NATURE OF THE BUSINESS:Sports Podcast/ POSITION:interviewer/ DUTIES:interview guest on the show/ START DATE: 2/8/2021 I*803286For profit or not for profit: Entity For ProfitName of outside business organization: Maryland Sports Properties (Comcast/CBS radio)Investment related: NAddress of business: College Park, Maryland, 20742Nature of business: ["School, College or University"]Position, title, association: ["Employee"], Start date of relationship: 10/1/2012Number of hours devoted: 100 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Sports analyst for UMD basketball home games I*804243For profit or not for profit: Entity For ProfitName of outside business organization: Clutch Spirits LLCInvestment related: NAddress of business: Baltimore, Maryland, 21213Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 3/1/2021Number of hours devoted: 30 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , It's a company that distributes spirits to wholesalers. I'm a celebrity partner with no day to day responsibilities I*1846290 Entity Charitable Name of OBA: Univ of Maryland College Park Foundation board of trustees Address: College Park, Maryland, 20740 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/13/2024 No Hours: 6 No Hours during trading: 2 Duties: Help guide policies for UMCPF. Serve as an ambassador advocating for UMD & UMCPF. Provide support for the President and VP of UMCPF
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-24 |
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