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