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