0001616995-22-000040.txt : 20220915 0001616995-22-000040.hdr.sgml : 20220915 20220915165940 ACCESSION NUMBER: 0001616995-22-000040 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MCKINNEY,ALEXANDER,FRANKLIN, FILED AS OF DATE: 20220915 DATE AS OF CHANGE: 20220915 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC CENTRAL INDEX KEY: 0001616995 IRS NUMBER: 471581747 STATE OF INCORPORATION: WI FISCAL YEAR END: 0531 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-03731 FILM NUMBER: 221246347 BUSINESS ADDRESS: STREET 1: 4807 INNOVATE LANE CITY: MADISON STATE: WI ZIP: 53718 BUSINESS PHONE: 800-362-7301 MAIL ADDRESS: STREET 1: 4807 INNOVATE LANE CITY: MADISON STATE: WI ZIP: 53718 MA-I 1 primary_doc.xml MA-I 0001616995 XXXXXXXX BRIAN COLTON 317-465-1500 brian.colton@bakertilly.com alexander.mckinney@bakertilly.com N N ALEXANDER FRANKLIN MCKINNEY 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 SENIOR FINANCIAL ANALYST 11-2018 03-2019 H.J. UMBAUGH & ASSOCIATES INDIANAPOLIS IN 46240 Y N DISCLOSURE SPECIALIST 06-2010 10-2018 TRINITY METALS INDIANAPOLIS IN 46219 N N RESALE AND COMPLIANCE MANAGER 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 09-15-2022 BRIAN COLTON CHIEF COMPLIANCE OFFICER