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