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