0001669517-16-000212.txt : 20161110
0001669517-16-000212.hdr.sgml : 20161110
20161110142739
ACCESSION NUMBER: 0001669517-16-000212
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20161108
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: 161987385
BUSINESS ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
CITY: PHILADELPHIA
STATE: PA
ZIP: 19103-2700
BUSINESS PHONE: 215-567-6100
MAIL ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
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
ANDREW
JOSEPH
ESTRADA
Y
2
0001617993
Public Financial Management, Inc.
07-11-2016
N
867-00482
LOCATED
SUPERVISED
07-11-2016
1735 MARKET STREET
43RD FLOOR
PHILADELPHIA
PA
19103-2700
0001669517
PFM FINANCIAL ADVISORS LLC
07-11-2016
N
867-02030
LOCATED
SUPERVISED
07-11-2016
1735 MARKET STREET
43RD FLOOR
PHILADELPHIA
PA
19103-2700
07-2016
PUBLIC FINANCIAL MANAGEMENT, INC.
PHILADELPHIA
PA
19103
N
Y
ANALYST
09-2014
05-2016
COLBY COLLEGE
WATERVILLE
ME
04901
N
N
STUDENT INORMATION DESK ATTENDENT
06-2014
08-2014
CITY OF EAST PROVIDENCE OFFICE OF COMMUNITY DEVELOPMENT
EAST PROVIDENCE
RI
02914
N
N
SUMMER INTERN
09-2013
05-2014
FULL-TIME STUDENT
EAST PROVIDENCE
RI
02915
N
N
FULL-TIME STUDENT
05-2011
08-2013
SILVER SPRING GOLF COURSE
EAST PROVIDENCE
RI
02915
N
N
GOLF COURSE ATTENDENT
07-2005
01-2012
FULL-TIME STUDENT
EAST PROVIDENCE
RI
02915
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
09-26-2016
LEO KARWEJNA
CHIEF COMPLIANCE OFFICER