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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-11 |
Branch Locations
7098 E. Cochise Rd. Ste 100, Scottsdale, AZ 85253 • United States
4807 Innovate Lane, Madison, WI 53718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henry & Horne, Llp | Casa Grande | AZ | 01/1991 | 12/2022 |
| Independent Financial Group | San Diego | CA | 01/2009 | 05/2019 |
| Interocean Capital Group, Llc | Scottsdale | AZ | 07/2022 | 12/2022 |
| Baker Tilly Advisory Group, Lp | Scottsdale | AZ | 12/2022 | Present |
| Baker Tilly Wealth Management, Llc | Scottsdale | AZ | 12/2022 | Present |
BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 5% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMENT IN PLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-06 |
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