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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-03 |
Branch Locations
4807 Innovate Lane, Madison, WI 53718 • United States
1 Highwood Drive, Tewksbury, MA 01876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 01/2022 | 09/2024 |
| Thomas Brady & Associates | Boston | MA | 07/2015 | 01/2022 |
| Baker Tilly Advisory Group, Lp | Tewksbury | MA | 09/2024 | Present |
| Baker Tilly Wealth Management, Llc | Tewksbury | MA | 09/2024 | 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) RICHARD KIRBY, JR.; NOT INVESTMENT RELATED; TEWKSBURY, MA; INSURANCE AGENT; START DATE 06/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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