0001616995-23-000016.txt : 20230420 0001616995-23-000016.hdr.sgml : 20230420 20230420121630 ACCESSION NUMBER: 0001616995-23-000016 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 CARDENAS,JOSEPH,M, FILED AS OF DATE: 20230419 DATE AS OF CHANGE: 20230420 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: 23832119 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 317-465-1500 brian.colton@bakertilly.com N N Joseph M Cardenas 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 53718 03-2019 BAKER TILLY MUNICIPAL ADVISORS, LLC Indianapolis IN 46240 Y N Consultant 08-2018 02-2019 HJ UMBAUGH & ASSOCIATES INDIANAPOLIS IN 46240 Y N Senior Consultant 02-2018 07-2018 HOUGHTON MIFFLIN HARCOURT INDIANAPOLIS IN 46219 N N Shipping Associate 06-2015 01-2018 MENARDS BLOOMINGTON IN 47403 N N Associate 01-2013 05-2015 INDIANA UNIVERSITY BLOOMINGTON IN 47405 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 04-19-2023 Brian Colton Chief Compliance Officer