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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| PA | RA | APPROVED | 2025-11-14 |
Branch Locations
121 Champion Way Suite 200, Pittsburgh - South Hills, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Canonsburg | PA | 03/2025 | Present |
| Unemployed | Pittsburgh | PA | 01/2025 | 03/2025 |
| Totum Realty Advisors Llc | Pittsburgh | PA | 01/2020 | 01/2025 |
| Serendipity Labs | Pittsburgh | PA | 01/2019 | 12/2019 |
| Hotel Monaco Pittsburgh | Pittsburgh | PA | 11/2015 | 01/2019 |
| Ruth's Chris Steakhouse | Pittsburgh | PA | 07/2015 | 10/2017 |
I am a member of a limited partnership (161 Johnson Manager LLC) that was formed to acquire a specific real estate asset (property located at 161 South Johnson Road, Houston, PA) that was purchased in early January 2025. I am a passive investor here and do not partake in any management activities or oversight, so there will be zero time requirement on my part for the duration of this investment. This was an opportunity that came about from my previous employer and was opened up to employees wishing to participate. I signed the entity documents on December 23, 2024 and the asset purchase closed on January 3rd, 2025. My investment equates to a 1.29% ownership share
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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