0001624824-24-000004.txt : 20240415
0001624824-24-000004.hdr.sgml : 20240415
20240415081437
ACCESSION NUMBER: 0001624824-24-000004
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: THOMAS,MATTHEW,WILLIAM,
FILED AS OF DATE: 20240412
DATE AS OF CHANGE: 20240415
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04439
FILM NUMBER: 24843175
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
1
primary_doc.xml
MA-I
0001624824
XXXXXXXX
Anthony Inverso
6092910130
ainverso@muniadvisors.com
ainverso@muniadvisors.com
kcollins@muniadvisors.com
N
N
Matthew
William
Thomas
N
1
0001624824
Phoenix Advisors, LLC
11-01-2023
N
867-01309
LOCATED
SUPERVISED
11-01-2023
625 FARNSWORTH AVENUE
BORDENTOWN
NJ
08505
11-2023
Phoenix Advisors, LLC
Bordentown
NJ
08505
Y
N
Analyst
07-2023
10-2023
Shop Rite of Medford
Medford
NJ
08055
N
N
Catering Driver
05-2013
05-2023
Full Time Education
Mount Laurel
NJ
08054
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
04-12-2024
Anthony P. Inverso
Senior Managing Director/Chief Compliance Officer