0001616995-19-000098.txt : 20190923 0001616995-19-000098.hdr.sgml : 20190923 20190923112240 ACCESSION NUMBER: 0001616995-19-000098 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 BALES,ISAAC,DWIGHT, FILED AS OF DATE: 20190920 DATE AS OF CHANGE: 20190923 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: 191106892 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 ISAAC DWIGHT BALES N 1 0001616995 BAKER TILLY MUNICIPAL ADVISORS, LLC BAKER TILLY 03-01-2019 N 867-00880 LOCATED SUPERVISED 03-01-2019 8365 KEYSTONE CROSSING SUITE 300 INDIANAPOLIS IN 46240 03-2019 BAKER TILLY MUNICIPAL ADVISORS, LLC INDIANAPOLIS IN 46240 Y N CONSULTANT 06-2017 03-2019 H.J.UMBAUGH & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, LLP INDIANAPOLIS IN 46240 Y N CONSULTANT 08-2013 05-2017 BUTLER UNIVERSITY INDIANAPOLIS IN 46208 N N FULL-TIME STUDENT 08-2009 05-2013 MONTICELLO HIGH SCHOOL MONTICELLO IL 61856 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 09-20-2019 Brian C. Colton Chief Compliance Officer