0001616995-19-000101.txt : 20191127 0001616995-19-000101.hdr.sgml : 20191127 20191127113215 ACCESSION NUMBER: 0001616995-19-000101 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 BALSANO,GREGORY,LEONARD, FILED AS OF DATE: 20191127 DATE AS OF CHANGE: 20191127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC CENTRAL INDEX KEY: 0001616995 IRS NUMBER: 471581747 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-03731 FILM NUMBER: 191254574 BUSINESS ADDRESS: STREET 1: TEN TERRACE COURT CITY: MADISON STATE: WI ZIP: 53718 BUSINESS PHONE: 800-362-7301 MAIL ADDRESS: STREET 1: TEN TERRACE COURT CITY: MADISON STATE: WI ZIP: 53718 MA-I 1 primary_doc.xml MA-I 0001616995 XXXXXXXX Brian C. Colton 317-465-1500 brian.colton@bakertilly.com N N Gregory Leonard Balsano N 1 0001616995 BAKER TILLY MUNICIPAL ADVISORS, LLC BAKER TILLY 03-01-2019 N 867-00880 LOCATED SUPERVISED 03-01-2019 8365 KEYSTONE CROSSING SUITE 300 INDIANAPOLIS IN 46240 Greg Leonard Balsano 03-2019 Baker Tilly Municipal Advisors, LLC Indianapolis IN 46240 Y N Senior Consultant 05-2017 03-2019 H.J. Umbaugh & Associates, Certified Public Accountants, LLP Indianapolis IN 46240 Y N Staff Consultant 08-2013 05-2017 Indiana University Bloomington IN 47809 N N Full-time Student 08-2009 05-2013 Decatur Twonship Schools Indianapolis IN 46221 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 11-27-2019 Brian C. Colton Chief Compliance Officer