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Edward Frances Irvin

PHX Financial, Inc.

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About Edward Frances Irvin

Edward Irvin has been in the securities industry since September 28, 2001. Edward is currently registered with Phx Financial, Inc. in New York. Edward holds Series 7, Series 62 and Series 63 licenses. Prior to Phx Financial, Inc., Edward was registered with National Securities Corporation, Obsidian Financial Group, LLC, Seaboard Securities, Inc., JHS Capital Advisors, Inc., PHD Capital, Emerald Investments, Inc., Great Eastern Securities, Inc., Sky Capital LLC and The Thornwater Company, L.P.. Edward is licensed in California, Colorado, Florida, Georgia, Hawaii, Illinois, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Texas, Vermont and Virgin Islands.

Firm Information

Edward Irvin is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Edward Irvin’s Registration & Firm History

NY

10/12/2020 - Present

PHX Financial, Inc. (NEW YORK NY)

NY

11/20/2012 - 10/14/2020

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

11/10/2010 - 12/07/2012

OBSIDIAN FINANCIAL GROUP, LLC (WOODBURY NY)

NJ

07/13/2010 - 11/10/2010

SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)

NY

06/24/2008 - 07/13/2010

JHS CAPITAL ADVISORS, INC. (NEW YORK NY)

NY

01/09/2007 - 06/19/2008

PHD CAPITAL (NEW YORK NY)

NY

11/01/2006 - 01/04/2007

EMERALD INVESTMENTS, INC. (NEW YORK NY)

NY

03/01/2006 - 08/14/2006

GREAT EASTERN SECURITIES, INC. (NEW YORK NY)

NY

12/09/2005 - 02/15/2006

SKY CAPITAL LLC (NEW YORK NY)

NY

09/23/2003 - 12/05/2005

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

11/12/2002 - 10/13/2003

SKY CAPITAL LLC (NEW YORK NY)

NY

06/18/2001 - 11/18/2002

THE THORNWATER COMPANY, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/15/2001

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Frances Irvin.
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