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

Jan 1, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom 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

Jul 6, 2009

First registration

Jan 5, 2010

Dual registered

no

IAPD individual key

4393630

• Occurred

  Jul 15, 2022
  Advisor changed firm

  Charles Henry Goodmiller left Henry + Horne Wealth Management for Baker Tilly Wealth Management, Llc (registered 2023-01-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:994b3959-be4d-9613-bd65-3d2ab6777d94

First observed

Jan 5, 2010

Last observed

Sep 14, 2026 6 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.