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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-05 |
Branch Locations
4100 Newport Beach Drive Suite 600, Newport Beach, CA 92660 • United States
18500 Von Karmen Ave; 10Th Floor, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 08/2017 |
| Allegis Investment Services | Newport Beach | CA | 08/2017 | 02/2019 |
| Squar Milner Financial Services | Irvine | CA | 06/2017 | 10/2020 |
| Squar Milner Llp | Los Angeles | CA | 01/2014 | 05/2017 |
| Scott C Burack Consulting | Long Beach | CA | 06/2017 | Present |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 10/2020 |
| Baker Tilly Capital, Llc | Irvine | CA | 11/2020 | Present |
| Baker Tilly Wealth Management, Llc | Irvine | CA | 11/2020 | Present |
| Baker Tilly Advisory Group, Lp | Irvine | CA | 11/2020 | Present |
1.BAKER TILLY CAPITAL, LLC ("BTC") AND BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") ARE CONTROLLED SUBSIDIARIES OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 25% OF TIME IS SPENT ON BTC/BTWM SERVICES, 75% IS SPENT ON BAKER TILLY TAX SERVICES. THERE IS AN EXPENSE-SHARING AGREEMENT IN PLACE BETWEEN BTC AND BAKER TILLY, AS WELL AS BTWM AND BAKER TILLY, WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES. 2. TRUE ACCOUNTANCY CORP; INDEPENDENT CONTRACTOR; NON INVESTMENT RELATED; PROVIDE TAX PREPARATION 10 HRS PER MONTH. 3. Scott C. Burack; Non-Investment Related; Long Beach, CA; Tax; Consultant; 6/2017; 70% during business hours; Prepare and review income tax returns. Tax Planning and Consulting. 4. Scott C Burack; Non-Investment Related; Irvine, CA; Insurance; Insurance Agent; 01/2014; 5% during business hours; Fixed Insurance Agent. Sell Life, Health, Disability and Long-Term Care Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-29 |
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