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20 Trafalgar Square Suite 432, Nashua, NH 03063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-08 |
| NH | RA | APPROVED | 2015-10-16 |
Branch Locations
20 Trafalgar Square, Suite 432, Nashua, NH 03063 • United States
Amherst, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix International Investments | Nashua | NH | 10/2013 | Present |
PHOENIX INTERNATIONAL INVESTMENTS LLC, INVESTMENT-RELATED; 20 TRAFALGAR SQUARE, SUITE 432, NASHUA, NH 03063; MULTI-FAMILY OFFICE PROVIDING INVESTMENT CONSULTANCY SERVICES AND MANAGEMENT OF BANKING RELATIONSHIPS FOR INTERNATIONAL INVESTORS; OWNER; 40+ HOURS PER WEEK; RESPONSIBLE FOR OPERATIONS; ASSISTING CLIENTS IN CONDUCTING DUE DILIGENCE ON INVESTMENTS; LIAISE WITH INVESTMENT PROVIDERS AND TRAVEL ON BEHALF OF CLIENTS TO REVIEW AND EVALUATE THEIR INVESTMENTS, COMPENSATED THROUGH PERFORMANCE, MANAGEMENT & PLACEMENT FEES; LISTED AS OFFICER ON COMPANY WEBSITE, WWW.PHNXINTL.COM., September 2013; 160+ month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-02 |
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