0001616995-24-000009.txt : 20240605 0001616995-24-000009.hdr.sgml : 20240605 20240605101213 ACCESSION NUMBER: 0001616995-24-000009 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: HOLLIDAY,COURTNEY,LYNN, FILED AS OF DATE: 20240604 DATE AS OF CHANGE: 20240605 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: 241021126 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 Courtney Lynn Holliday N 1 0001616995 BAKER TILLY MUNICIPAL ADVISORS, LLC BAKER TILLY 08-26-2019 N 867-00880 LOCATED SUPERVISED 08-26-2019 8365 KEYSTONE CROSSING, SUITE 300 INDIANAPOLIS IN 46240 COURTNEY LYNN BOOS 08-2019 BAKER TILLY MUNICIPAL ADVISORS, LLC INDIANAPOLIS IN 46240 Y N MANAGER 04-2018 08-2019 BUTLER UNIVERSITY INDIANAPOLIS IN 46208 N N FULL-TIME STUDENT 01-2018 03-2018 PRICEWATERHOUSE COOPERS INDIANAPOLIS IN 46204 N N INTERN 08-2014 01-2018 BUTLER UNIVERSITY INDIANAPOLIS IN 46208 N N FULL-TIME STUDENT 05-2014 08-2014 GOOD OIL COMPANY WINAMAC IN 46996 N N INTERN 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 06-04-2024 Brian Colton Chief Compliance Officer