0001616995-24-000002.txt : 20240401
0001616995-24-000002.hdr.sgml : 20240401
20240401082326
ACCESSION NUMBER: 0001616995-24-000002
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: DAVIS,JOSHUA,CHARLES,
FILED AS OF DATE: 20240329
DATE AS OF CHANGE: 20240401
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC
CENTRAL INDEX KEY: 0001616995
ORGANIZATION NAME:
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: 24805694
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
N
N
Joshua
Charles
Davis
N
1
0001616995
BAKER TILLY MUNICIPAL ADVISORS, LLC
BAKER TILLY
08-07-2023
N
867-00880
LOCATED
SUPERVISED
08-07-2023
4807 INNOVATE LANE
MADISON
WI
53718
08-2023
BAKER TILLY MUNICIPAL ADVISORS, LLC
MADISON
WI
53718
Y
N
CONSULTANT
08-2021
07-2023
THE UNIVERSITY OF CHICAGO
CHICAGO
IL
60637
N
N
GRADUATE STUDENT
08-2018
05-2021
OKLAHOMA CITY UNIVERSITY
OKLAHOMA CITY
OK
73106
N
N
FULL-TIME STUDENT
08-2016
05-2018
ROSE STATE COLLEGE
MIDWEST CITY
OK
73110
N
N
FULL-TIME STUDENT
08-2012
05-2016
CHRISTIAN HERITAGE ACADEMY
DEL CITY
OK
73115
N
N
FULL-TIME 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
03-29-2024
Brian Colton
Chief Compliance Officer