0001669517-16-000047.txt : 20160602 0001669517-16-000047.hdr.sgml : 20160602 20160602103040 ACCESSION NUMBER: 0001669517-16-000047 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160531 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC CENTRAL INDEX KEY: 0001669517 IRS NUMBER: 811642787 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-05146 FILM NUMBER: 161691565 BUSINESS ADDRESS: STREET 1: TWO LOGAN SQUARE, SUITE 1600 STREET 2: 18TH AND ARCH STREETS CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 BUSINESS PHONE: 215-567-6100 MAIL ADDRESS: STREET 1: TWO LOGAN SQUARE, SUITE 1600 STREET 2: 18TH AND ARCH STREETS CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 MA-I 1 primary_doc.xml MA-I 0001669517 XXXXXXXX LEO KARWEJNA 717-232-2723 KARWEJNAL@PFM.COM N N MARGARET HOPE DAVIDSON Y 2 0001617993 Public Financial Management, Inc. 07-18-2011 N 867-00482 LOCATED SUPERVISED 07-18-2011 300 S ORANGE AVE SUITE 1170 ORLANDO FL 32801 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 300 S. ORANGE AVENUE SUITE 1170 ORLANDO FL 32801 HOPE NMN DAVIDSON 07-2011 PUBLIC FINANCIAL MANAGEMENT, INC. ORLANDO FL 32801 Y N SENIOR ANALYST 08-2007 07-2011 FULL-TIME STUDENT GAINESVILLE FL 32601 N N STUDENT 08-2004 08-2007 FULL-TIMES STUDENT ORLANDO FL 32806 N N 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 05-31-2016 LEO KARWEJNA CHIEF COMPLIANCE OFFICER