0001624824-24-000001.txt : 20240131 0001624824-24-000001.hdr.sgml : 20240131 20240131163337 ACCESSION NUMBER: 0001624824-24-000001 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: THOMPSON,DAVID,BAXTER, FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Phoenix Advisors, LLC CENTRAL INDEX KEY: 0001624824 ORGANIZATION NAME: 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: 24583416 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 Anthony Inverso 6092910130 ainverso@muniadvisors.com ainverso@muniadvisors.com kcollins@muniadvisors.com N 0001624824-18-000006 N David Baxter Thompson N 1 0001624824 Phoenix Advisors, LLC 07-16-2004 N 12-12-2014 0001624824 LOCATED SUPERVISED 07-16-2004 625 FARNSWORTH AVENUE BORDENTOWN NJ 08505 07-2004 Phoenix Advisors, LLC Bordentown NJ 08505 Y N Chief Executive Officer Y 09-2005 Thompson Properties of NC, LLC 26 Independence Court Bordentown NJ 08505 N N Real Estate Rental Managing Partner 4 Rental Property Management 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 01-31-2024 Anthony P. Inverso Senior Managing Director/Chief Compliance Officer