0001616995-19-000053.txt : 20190301
0001616995-19-000053.hdr.sgml : 20190301
20190301165850
ACCESSION NUMBER: 0001616995-19-000053
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
SUTTON,TIMOTHY,ROBERT,
FILED AS OF DATE: 20190301
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: 19650356
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
Barbara Olson
608-240-2541
barb.olson@bakertilly.com
brian.colton@bakertilly.com
N
N
TIMOTHY
ROBERT
SUTTON
N
1
0001616995
BAKER TILLY MUNICIPAL ADVISORS, LLC
BAKER TILLY
03-01-2019
N
867-00880
LOCATED
SUPERVISED
03-01-2019
8365 KEYSTONE CROSSING
STE 300
INDIANAPOLIS
IN
46240
03-2019
BAKER TILLY MUNICIPAL ADVISORS, LLC
INDIANAPOLIS
IN
46240
Y
N
DIRECTOR
06-2015
03-2019
H.J. UMBAUGH & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, LLP
INDIANAPOLIS
IN
46240
Y
N
DIRECTOR
11-2011
05-2015
CITY SECURITIES CORPORATION
INDIANAPOLIS
IN
46240
N
Y
JUNIOR MUNICIPAL BOND TRADER
10-2010
11-2011
RAYMOND JAMES & ASSOCIATES, INC.
INDIANAPOLIS
IN
46240
N
Y
REGISTERED ASSOCIATE
12-2005
09-2010
CITY SECURITIES CORPORATION
INDIANAPOLIS
IN
46240
N
Y
TRADING SPECIALIST
Y
03-2017
UMBAUH CASH ADVISORY SERVICES, LLC
8365 KEYSTONE CROSSING
STE 300
INDIANAPOLIS
IN
46240
N
Y
INVESTMENT ADVISER
DIRECTOR
10
DIRECTOR
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
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-01-2019
VICKI V. HELLENBRAND
PRESIDENT