0001617948-24-000002.txt : 20240528
0001617948-24-000002.hdr.sgml : 20240528
20240528170015
ACCESSION NUMBER: 0001617948-24-000002
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: CUSATIS,JACOB,PATRICK,
FILED AS OF DATE: 20240528
DATE AS OF CHANGE: 20240528
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PFM Swap Advisors LLC
CENTRAL INDEX KEY: 0001617948
ORGANIZATION NAME:
IRS NUMBER: 464480928
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04184
FILM NUMBER: 24992827
BUSINESS ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
CITY: PHILADELPHIA
STATE: PA
ZIP: 19103
BUSINESS PHONE: 215-567-6100
MAIL ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
CITY: PHILADELPHIA
STATE: PA
ZIP: 19103
MA-I
1
primary_doc.xml
MA-I
0001617948
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
N
JACOB
PATRICK
CUSATIS
N
1
0001617948
PFM Swap Advisors LLC
01-30-2023
N
867-01139
LOCATED
SUPERVISED
01-30-2023
1735 MARKET STREET
42ND FLOOR
PHILADELPHIA
PA
19103
JAKE
PATRICK
CUSATIS
01-2023
PFM SWAP ADVISORS LLC
PHILADELPHIA
PA
19403
Y
N
ANALYST
05-2022
01-2023
CONSTELLATION ENERGY
KENNETT SQUARE
PA
19348
N
N
BUSINESS DEVELOPMENT SPECIALIST
08-2021
05-2022
PENNSYLVANIA STATE UNVIERSITY
UNVERSITY PARK
PA
16802
N
N
FULL-TIME EDUCATION
06-2021
08-2021
ENVIRONMENTAL CONSULTANTS INC
ALTOON
PA
16601
N
N
UTILITY WORK PLANNER
06-2018
06-2021
PENNSYLVANIA STATE UNIVERSITY
UNIVERSITY PARK
PA
16802
N
N
FULL-TIME EDUCATION; ACTUAL DATES JUNE 2018 THOUGH MAY 2022; EDGAR SYTEM DOES NOT ALLOW FOR OVERLAPPING DATES
05-2014
05-2018
SAINT JOSEPH'S CATHOLIC ACADEMY
BOALSBURG
PA
16827
N
N
FULL-TIME 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
05-28-2024
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER