0001624824-23-000007.txt : 20230906 0001624824-23-000007.hdr.sgml : 20230906 20230906115345 ACCESSION NUMBER: 0001624824-23-000007 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: MCMANIMON,CHRISTOPHER,EDWARD, FILED AS OF DATE: 20230906 DATE AS OF CHANGE: 20230906 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: 231238395 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 ainverso@muiadvisors.com kcollins@muniadvisors.com N 0001624824-22-000001 Y Christopher Edward McManimon N 1 0001624824 Phoenix Advisors, LLC 02-25-2019 N 867-01309 LOCATED 02-25-2019 625 FARNSWORTH AVENUE BORDENTOWN NJ 08505 02-2019 Phoenix Advisors, LLC Bordentown NJ 08505 Y N Product Manager 11-2018 01-2019 Unemployed Pennington NJ 08534 N N None 10-2016 10-2018 Unemployed Zurich V8 8057 N N None 04-2008 09-2016 Marsh AG Zurich V8 8027 N N Senior Vice President 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 09-06-2023 David B Thompson CEO