0001616995-14-000002.txt : 20141030 0001616995-14-000002.hdr.sgml : 20141030 20141030174506 ACCESSION NUMBER: 0001616995-14-000002 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140821 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC CENTRAL INDEX KEY: 0001616995 IRS NUMBER: 471581747 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-03731 FILM NUMBER: 141184217 BUSINESS ADDRESS: STREET 1: TEN TERRACE COURT CITY: MADISON STATE: WI ZIP: 53718 BUSINESS PHONE: 800-362-7301 MAIL ADDRESS: STREET 1: TEN TERRACE COURT CITY: MADISON STATE: WI ZIP: 53718 MA-I 1 primary_doc.xml MA-I 0001616995 XXXXXXXX GENNADY BEKASOV 608-240-2541 GENNADY.BEKASOV@BAKERTILLY.COM N VICKI VOGEL HELLENBRAND N 1 0001616995 BAKER TILLY MUNICIPAL ADVISORS, LLC BAKER TILLY 08-13-2014 N 08-20-2014 0001616995 LOCATED SUPERVISED 08-20-2014 TEN TERRACE COURT MADISON WI 53718 VICKI LYNN VOGEL 09-1991 BAKER TILLY VIRCHOW KRAUSE LLP MADISON WI 53718 N N PARTNER Y 09-1991 BAKER TILLY VIRCHOW KRAUSE LLP TEN TERRACE COURT MADISON WI 53718 N N PUBLIC ACCOUNTING AND CONSULTING PARTNER 150 CPA N N N N N N N N N N N N N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N 08-21-2014 GENNADY BEKASOV COMPLIANCE MANAGER 6F STATE OF MINNESOTA, BOARD OF ACCOUNTANCY Revocation 12-31-2010 THE EVENT OCCURRED IN 2010. STATE OF MINNESOTA N/A N/A ST. PAUL MN 55101 BAKER TILLY VIRCHOW KRAUSE LLP No Product AFTER THE CPA RECIPROCITY BETWEEN WISCONSIN AND MINNESOTA ENEDED IN 2010, MS. HELLENBRAND LET HER MINNESOTA CPA LICENSE LAPSE. ALTHOUGH MS. HELLENBRAND DOES NOT PRACTICE PUBLIC ACCOUNTING IN MINNESOTA, BECAUSE SHE HAD BEEN PREVIOUSLY AUTHORIZED AS A CPA IN MINNESOTA UNDER THE NOW-EXRIRED RECIPROCITY AGREEMENT, STATE OF MINNESOTA CONSIDERS HER CPA LICENSE "REVOKED" IN MINNESOTA. MS. HELLENBRAND CONTACTED THE STATE OF MINNESOTA TO SEEK THE REMOVAL OF THE "REVOKED" STATUS BUT NO FORMAL RESPONSE HAS EVER BEEN RECEIVED, NOR ANY FOLLOW-UP ACTIONS HAVE BEEN TAKEN BY MS. HELLENBRAND. Other (requires explanation) SEE ABOVE 12-31-2010 THE RECIPROCITY AGREEMENT BETWEEN WISCONSIN AND MINNESOTA ENDED IN 2010 AND MS. HELLENBRAND'S CPA LICENSE IN MINNESOTA HAS BEEN "REVOKED" SINCE 12/31/2010.