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