0001616995-19-000059.txt : 20190328 0001616995-19-000059.hdr.sgml : 20190328 20190328172552 ACCESSION NUMBER: 0001616995-19-000059 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 WESTERVELT,RACHAEL,MORGAN, FILED AS OF DATE: 20190328 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: 19713036 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 Brian C. Colton 317-465-1500 brian.colton@bakertilly.com N N Rachael Morgan Westervelt 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 SENIOR CONSULTANT 07-2015 02-2019 H.J. UMBAUGH & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, LLP INDIANAPOLIS IN 46240 Y N DISCLOSURE SPECIALIST 08-2011 05-2015 INDIANA UNIVERSITY BLOOMINGTON IN 47405 N N FULL-TIME STUDENT 08-2007 05-2011 BREBEUF JESUIT PREPARATORY SCHOOL INDIANAPOLIS IN 46268 N N FULL-TIME STUDENT 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 N 03-28-2019 Brian C. Colton Chief Compliance Officer