0001624824-23-000003.txt : 20230411 0001624824-23-000003.hdr.sgml : 20230411 20230411075241 ACCESSION NUMBER: 0001624824-23-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 GREEN,RILEY,LEWIS, FILED AS OF DATE: 20230410 DATE AS OF CHANGE: 20230411 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: 23812383 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 Thompson 6092910130 dthompson@muniadvisors.com msquillante@muniadvisors.com N 0001624824-20-000003 N Riley Lewis Green N 1 0001624824 Phoenix Advisors, LLC 10-01-2014 N 867-01309 LOCATED 10-01-2014 53 River Street Suite One Milford CT 06460 10-2014 Phoenix Advisors, LLC Milford CT 06460 Y N Analyst 09-2004 08-2014 Full Time Education Monroe CT 06468 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 04-10-2023 David B. Thompson CEO