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