| Entity Name: | PHOENIX ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 15 Feb 2008 |
| Business ALEI: | 0928268 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 921130 - Public Finance Activities |
| Business address: | 625 Farnsworth Ave, Bordentown, NJ, 08505, United States |
| Mailing address: | 625 Farnsworth Ave, Bordentown, NJ, United States, 08505 |
| Mailing jurisdiction address: | 625 FARNSWORTH AVENUE, BORDENTOWN, NJ, 08505, United States |
| Office jurisdiction address: | 53 River St, #1, Milford, NJ, 06460, United States |
| Place of Formation: | NEW JERSEY |
| E-Mail: | dthompson@muniadvisors.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| BARRY BERNABE | Officer | 53 RIVER STREET, SUITE 1, MILFORD, CT, 06460, United States | 11 ADDISON COURT, WOLCOTT, CT, 06716, United States |
| MATTHEW SPOERNDLE | Officer | 53 RIVER STREET, MILFORD, CT, 06460, United States | 253 HEARTLAND TERRACE, ORANGE, CT, 06477, United States |
| BRYAN MORRIS | Officer | PHOENIX ADVISORS, 625 FARNSWORTH AVENUE., BORDENTOWN, NJ, 08505, United States | 51 ERDMANN LANE, WILTON, CT, 06897, United States |
| SHERRY TRACEY | Officer | 625 FARNSWORTH AVENUE, BORDENTOWN, NJ, 08505, United States | 201 STRATHMORE ROAD, HAVERTOWN, PA, 19083, United States |
| DAVID THOMPSON | Officer | 625 FARNSWORTH AVENUE, BORDENTOWN, NJ, 08505, United States | 288 OGDEN STREET, NEW HAVEN, CT, 06511, United States |
| ANTHONY INVERSO | Officer | PHOENIX ADVISORS, 625 FARNSWORTH AVENUE., BORDENTOWN, NJ, 08505, United States | 68 SARA DRIVE, ROBBINSVILLE, NJ, 08691, United States |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012130427 | 2024-02-22 | No data | Annual Report | Annual Report | No data |
| BF-0011286271 | 2023-05-21 | No data | Annual Report | Annual Report | No data |
| BF-0010404657 | 2022-03-02 | No data | Annual Report | Annual Report | 2022 |
| 0007165701 | 2021-02-16 | No data | Annual Report | Annual Report | 2021 |
| 0006760572 | 2020-02-19 | No data | Annual Report | Annual Report | 2020 |
| 0006384058 | 2019-02-14 | No data | Annual Report | Annual Report | 2019 |
| 0006058419 | 2018-02-07 | No data | Annual Report | Annual Report | 2018 |
| 0005770753 | 2017-02-20 | No data | Annual Report | Annual Report | 2017 |
| 0005470486 | 2016-01-25 | No data | Annual Report | Annual Report | 2016 |
| 0005256998 | 2015-01-15 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
