0001669517-19-000021.txt : 20190430
0001669517-19-000021.hdr.sgml : 20190430
20190430161244
ACCESSION NUMBER: 0001669517-19-000021
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
ARNDT,JENNIFER,HARRIS,
FILED AS OF DATE: 20190426
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 19781846
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/A
1
primary_doc.xml
MA-I/A
0001669517
XXXXXXXX
LEO KARWEJNA
717-232-2723
KARWEJNAL@PFM.COM
N
N
JENNIFER
HARRIS
ARNDT
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
06-01-2016
N
867-02030
LOCATED
06-01-2016
750 NORTH ST. PAUL ST.
SUITE 540
DALLAS
TX
75201
SUPERVISED
06-01-2016
221 West 6th Street
Suite 1900
AUSTIN
TX
78701
JENNIFER
R
HARRIS
12-2014
PFM FINANCIAL ADVISORS LLC
DALLAS
TX
75201
Y
N
SENIOR MANAGING CONSULTANT
05-2014
11-2014
PUBLIC FINANCIAL MANAGEMENT, INC.
DALLAS
TX
75254
Y
N
SENIOR MANAGING CONSULTANT
03-2012
04-2014
PUBLIC FINANCIAL MANAGEMENT, INC.
PROVIDENCE
RI
02903
Y
N
SENIOR MANAGING CONSULTANT
06-2007
03-2012
FIRST SOUTH WEST
LINCOLN
RI
02865
Y
N
ASSOCIATE
08-2005
06-2007
UNIVERSITY OF TEXAS AT AUSTIN
AUSTIN
TX
78701
N
N
STUDENT
01-2005
06-2005
UNIVERSITY OF TEXAS AT DALLAS
RICHARDSON
TX
75080
N
N
STUDENT
08-2003
12-2004
CLAREMONT MCKENNA COLLEGE
CLAREMONT
CA
91711
N
N
STUDENT
Y
05-2015
J & J LENDING CORPORATION
2809 REGAL ROAD
PLANO
TX
75075
N
Y
LENDS MONEY TO REAL ESTATE INVESTORS TO REHAB RESIDENTIAL REAL ESTATE, BUYS AND SELLS REAL ESTATE, BUYS OWNER FINANCED REAL ESTATE NOTES.
TREASURER
5
ATTEND ANNUAL SHAREHOLDER MEETING
05-2015
JARDBAM INVESTMENTS LLC
2809 REGAL ROAD
SUITE 102
PLANO
TX
75075
N
Y
LENDS MONEY TO REAL ESTATE INVESTORS TO REHAB RESIDENTIAL REAL ESTATE, BUYS AND SELLS REAL ESTATE, BUYS OWNER FINANCED REAL ESTATE NOTES
TREASURER
5
ATTEND ANNUAL SHAREHOLDER MEETING
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
04-25-2019
LEO KARWEJNA
CHIEF COMPLIANCE OFFICER