This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BAKER TILLY WEALTH MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Feb 10, 2009

First registration

Feb 8, 2010

Dual registered

no

IAPD individual key

5633814

• Occurred

  Jul 15, 2022
  Advisor changed firm

  Jeremy Allen Smith left Henry + Horne Wealth Management for Baker Tilly Wealth Management, Llc (registered 2023-01-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:15947d03-f00b-9d84-5ddf-d2c1ba5fc34d

First observed

Feb 8, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.