0001624824-19-000004.txt : 20191031
0001624824-19-000004.hdr.sgml : 20191031
20191031085638
ACCESSION NUMBER: 0001624824-19-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
TRACEY,SHERRY,LYNN,
FILED AS OF DATE: 20191030
DATE AS OF CHANGE: 20191031
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: 191182247
BUSINESS ADDRESS:
STREET 1: 625 FARNSWORTH AVENUE
CITY: BORDENTOWN
STATE: NJ
ZIP: 08505
BUSINESS PHONE: 6309 291 0130
MAIL ADDRESS:
STREET 1: 625 FARNSWORTH AVENUE
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
Sherry
Lynn
Tracey
N
1
0001624824
Phoenix Advisors, LLC
07-16-2004
N
12-12-2014
0001624824
LOCATED
SUPERVISED
07-16-2004
4 WEST PARK STREET
BORDENTOWN
NJ
08505
Sherry
Lynn
Kling
07-2004
PHOENIX ADVISORS, LLC
BORDENTOWN
NJ
08505
Y
N
SENIOR MANAGING DIRECTOR
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
10-30-2019
David B Thompson
CEO