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