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