0001624824-18-000010.txt : 20180703 0001624824-18-000010.hdr.sgml : 20180703 20180703152745 ACCESSION NUMBER: 0001624824-18-000010 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20180702 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Phoenix Advisors, LLC CENTRAL INDEX KEY: 0001624824 IRS NUMBER: 201382044 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04439 FILM NUMBER: 18936777 BUSINESS ADDRESS: STREET 1: 4 WEST PARK STREET CITY: BORDENTOWN STATE: NJ ZIP: 08505 BUSINESS PHONE: 6309 291 0130 MAIL ADDRESS: STREET 1: 4 WEST PARK STREET CITY: BORDENTOWN STATE: NJ ZIP: 08505 MA-I/A 1 primary_doc.xml MA-I/A 0001624824 XXXXXXXX David B. Thompson 6092910130 dthompson@muniadvisors.com msquillante@muniadvisors.com N N Anthony Peter Inverso N 1 0001624824 Phoenix Advisors, LLC 08-05-2012 N 12-12-2014 0001624824 LOCATED SUPERVISED 08-05-2012 4 WEST PARK STREET BORDENTOWN NJ 08505 08-2007 Phoenix Advisors, LLC Bordentown NJ 08505 Y N Senior Managing Director 04-2006 08-2007 Acacia Financial Group Marlton NJ 08053 Y N Vice President 10-2004 04-2006 Public Financial Management Moorestown NJ 08057 Y N Senior Managing Consultant 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 07-02-2018 David B. Thompson CEO