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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-10 |
Branch Locations
2055 E Warner Rd Ste 100, Tempe, AZ 85284 • 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 | Tempe | AZ | 10/2015 | 12/2022 |
| Baker Tilly Advisory Group, Lp | Scottsdale | AZ | 12/2022 | Present |
| Baker Tilly Wealth Management, Llc | Scottsdale | AZ | 12/2022 | 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. 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. 2) SPRINGTREE CONDO ASSOCIATION; NOT INVESTMENT RELATED; TEMPE, AZ; PRESIDENT OF THE BOARD; START DATE 1/2020; 1% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-17 |
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