0001616995-23-000011.txt : 20230306
0001616995-23-000011.hdr.sgml : 20230306
20230306074100
ACCESSION NUMBER: 0001616995-23-000011
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
STALEY,JAMES,EUGENE,
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: 23707579
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
JAMES
EUGENE
STALEY
N
1
0001616995
BAKER TILLY MUNICIPAL ADVISORS, LLC
BAKER TILLY
01-02-2022
N
867-00880
LOCATED
SUPERVISED
01-02-2022
8365 KEYSTONE CROSSING, SUITE 300
INDIANAPOLIS
IN
46240
JAY
NMN
STALEY
01-2022
BAKER TILLY MUNICIPAL ADVISORS, LLC
INDIANAPOLIS
IN
46240
Y
N
DIRECTOR
08-1996
12-2021
CLARK-PLEASANT COMMUNITY SCHOOL CORPORATION
WHITELAND
IN
46184
N
N
ASSISTANT SUPERINTENDENT
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