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.