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