0001624824-23-000005.txt : 20230811 0001624824-23-000005.hdr.sgml : 20230811 20230811155232 ACCESSION NUMBER: 0001624824-23-000005 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: SQUILLANTE,MARK,GERALD, FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 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: 231163784 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 0001624824-22-000006 Y Mark Gerald Squillante N 1 0001624824 Phoenix Advisors, LLC 10-01-2014 N 12-12-2014 0001624824 LOCATED SUPERVISED 10-01-2014 4 WEST PARK STREET BORDENTOWN NJ 08505 10-2001 Phoenix Advisors, LLC Bordentown NJ 08505 Y N CCO 04-2011 09-2014 Unemployed Marlton NJ 08053 N N None 07-2009 04-2011 Beneficial Bank Municipal Securities Dealer Department Burlington NJ 08016 N Y Managing Director 12-2008 07-2009 Unemployed MArlton NJ 08053 N N None 01-2008 11-2008 Axiom Capital Management, Inc. New York NY 10017 N Y Managing Director 06-2006 12-2007 Alta Capital Group, LLC Boston MA 02109 N Y Managing Director 05-2002 05-2006 Sovereign Securities Corporation, LLC Philadelphia PA 19102 N Y Director, Trading and Underwriting 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 08-11-2023 David B. Thompson CEO