0001624824-23-000002.txt : 20230403 0001624824-23-000002.hdr.sgml : 20230403 20230403144231 ACCESSION NUMBER: 0001624824-23-000002 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 HORNER,CLIFFORD,NMN,V FILED AS OF DATE: 20230403 DATE AS OF CHANGE: 20230403 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 SEC ACT: 1934 Act SEC FILE NUMBER: 868-04439 FILM NUMBER: 23792095 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 1 primary_doc.xml MA-I 0001624824 XXXXXXXX DAVID B. THOMPSON 6092190130 dthompson@muniadvisors.com msquillante@muniadvisors.com N N CLIFFORD NMN HORNER V Y 1 0001624824 Phoenix Advisors, LLC 06-01-2021 N 867-01309 LOCATED SUPERVISED 06-01-2021 625 FARNSWORTH AVENUE BORDENTOWN NJ 08505 06-2021 PHOENIX ADVISORS, LLC BORDENTOWN NJ 08505 Y N ANALYST 01-2019 05-2021 TCNJ WEST WINDSOR NJ 08550 N N STUDENT 06-2018 12-2018 MERCER COUNTY COMMUNITY COLLEGE EWING NJ 08638 N N STUDENT 07-2017 05-2018 RADFORD UNIVERSITY RADFORD VA 24142 N N STUDENT 07-2013 06-2017 NEW EGYPT HIGH SCHOOL NEW EGYPT NJ 08533 N N STUDENT 09-2012 06-2013 NEW EGYPT SCHOOLS NEW EGYPT NJ 08533 N N 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 04-03-2023 David B. Thompson CEO