0001616995-23-000010.txt : 20230306 0001616995-23-000010.hdr.sgml : 20230306 20230306074206 ACCESSION NUMBER: 0001616995-23-000010 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 GABBARD,WILLIAM,JAMES, FILED AS OF DATE: 20230303 DATE AS OF CHANGE: 20230306 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: 23707580 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 3174651500 brian.colton@bakertilly.com brian.colton@bakertilly.com N N William James Gabbard N 1 0001616995 BAKER TILLY MUNICIPAL ADVISORS, LLC Baker Tilly 12-13-2021 N 867-00880 LOCATED SUPERVISED 12-13-2021 8365 Keystone Crossing, Suite 300 Indianapolis IN 46240 Bill James Gabbard 12-2021 BAKER TILLY MUNICIPAL ADVISORS, LLC INDIANAPOLIS IN 46240 Y N SENIOR CONSULTANT 01-2021 12-2021 SCHNEIDER GEOSPATIAL INDIANAPOLIS IN 46216 N N STAFF ACCOUNTANT 08-2018 01-2021 BAKER TILLY MUNICIPAL ADVISORS, LLC INDIANAPOLIS IN 46240 Y N CONSULTANT 01-2013 07-2018 PAPA JOHNS FISHERS IN 46037 N N PART TIME ASSISTANT 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 03-03-2023 Brian Colton Chief Compliance Officer