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