0001624824-18-000016.txt : 20180703
0001624824-18-000016.hdr.sgml : 20180703
20180703100349
ACCESSION NUMBER: 0001624824-18-000016
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: 18934980
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
Dave Thompson
6092910130
dthompson@muniadvisors.com
msquillante@muniadvisors.com
N
N
Denise
NMN
Baxter
N
1
0001624824
Phoenix Advisors, LLC
08-01-2012
N
867-01309
LOCATED
SUPERVISED
08-01-2012
4 WEST PARK STREET
BORDENTOWN
NJ
08505
Denise
NMN
Scott
08-2012
Phoenix Advisors,LLC
Bordentown
NJ
08505
Y
N
Senior Analyst
10-2004
08-2012
Capital Financial Advisors, Inc.
Mt. Laurel
NJ
08054
Y
N
Associate
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
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N
N
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N
N
N
07-02-2018
David B. Thompson
CEO