0001616995-22-000021.txt : 20220303
0001616995-22-000021.hdr.sgml : 20220303
20220303102448
ACCESSION NUMBER: 0001616995-22-000021
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
STODDARD,KARLEE,MORGAN,
FILED AS OF DATE: 20220303
DATE AS OF CHANGE: 20220303
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC
CENTRAL INDEX KEY: 0001616995
IRS NUMBER: 471581747
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-03731
FILM NUMBER: 22707021
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/A
1
primary_doc.xml
MA-I/A
0001616995
XXXXXXXX
Brian Colton
317-465-1500
brian.colton@bakertilly.com
brian.colton@bakertilly.com
Y
N
KARLEE
MORGAN
STODDARD
N
1
0001616995
BAKER TILLY MUNICIPAL ADVISORS, LLC
BAKER TILLY
03-01-2019
N
867-00880
LOCATED
SUPERVISED
03-01-2019
2852 EYDE PARKWAY
STE 150
EAST LANSING
MI
48823
KARLEE
MORGAN
SIMS
03-2019
BAKER TILLY MUNICIPAL ADVISORS, LLC
EAST LANSING
IN
48823
Y
N
CONSULTANT
08-2017
03-2019
H.J. UMBAUGH & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, LLP
EAST LANSING
MI
48823
Y
N
CONSULTANT
07-2016
08-2017
SAGINAW ATHLETIC CLUB
SAGINAW
MI
48638
N
N
OFFICE MANAGER/RECEPTIONIST
05-2013
07-2017
NORTHWOOD UNIVERSITY
MIDLAND
MI
48640
N
N
STUDENT
01-2014
04-2017
FOULDS & CO. P.C.
SAGINAW
MI
48638
N
N
SEASONAL TAX INTERN
07-2013
08-2016
BAYNE'S APPLE VALLEY FARM
FREELAND
MI
48623
N
N
DEPARTMENT MANAGER
05-2009
05-2013
HERITAGE HIGH SCHOOL
SAGINAW
MI
48603
N
N
STUDENT
01-2009
05-2009
WHITE PINE MIDDLE SCHOOL
SAGINAW
MI
48638
N
N
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
03-03-2022
Brian C. Colton
Chief Compliance Officer