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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| MA | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 06/2013 | 09/2017 |
| Tiaa | Waltham | MA | 06/2013 | 09/2017 |
| Mfa Asset Management, Llc | Tewsbury | MA | 10/2017 | 12/2021 |
| Baker Tilly Advisory Group, Lp | Tewksbury | MA | 12/2021 | Present |
| Baker Tilly Wealth Management, Llc | Tewksbury | MA | 12/2021 | Present |
1.)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. 100% 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. 2.) Wolfpack Entertainment (Band/DJ Service) POSITION: Performer NATURE: Entertainment INVESTMENT RELATED: No NUMBER OF HOURS: 3-6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 120 Lexington Street, Burlington MA 01803 DESCRIPTION: Live Band/DJ Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-11 |
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