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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-30 |
Branch Locations
11750 Katy Freeway, Suite 1100, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Tilly Wealth Management, Llc | Houston | TX | 09/2020 | Present |
| Baker Tilly Us, Llp | Houston | TX | 07/2019 | Present |
| The Joint Chiropractic | Katy | TX | 04/2019 | 06/2019 |
| Integrative Spine And Sports Chiropractic Rehab | Spring | TX | 10/2017 | 03/2019 |
| University Of Houston | Houston | TX | 08/2015 | 05/2018 |
| Soccer Shots | Katy | TX | 02/2017 | 08/2017 |
| Kendra Scott | Houston | TX | 11/2015 | 02/2017 |
BAKER TILLY US, LLP (BTUS); 11750 KATY FREEWAY, SUITE 1100, HOUSTON, TX 77079, ASSOCIATE. BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") IS A WHOLLY OWNED SUBSIDIARY OF BTUS. SALARY AND VARIABLE COMPENSATION IS PAID BY BTUS. 100% OF TIME IS SPENT ON ADVISORY SERVICES. THERE IS AN EXPENSE-SHARING AGREEMENT IN PLACE BETWEEN BTF AND BTUS, WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-29 |
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