0001669517-20-000037.txt : 20200817
0001669517-20-000037.hdr.sgml : 20200817
20200817123416
ACCESSION NUMBER: 0001669517-20-000037
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
WAHL,SEAN,PHILIP,
FILED AS OF DATE: 20200813
DATE AS OF CHANGE: 20200817
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: 201108771
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
SEAN
PHILIP
WAHL
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
07-13-2020
N
867-02030
LOCATED
SUPERVISED
07-13-2020
555 BRIARWOOD CIRCLE
SUITE 333
ANN ARBOR
MI
48108
07-2020
PFM FINANCIAL ADVISORS LLC
ANN ARBOR
MI
48108
Y
N
SENIOR MANAGING CONSULTANT
08-2018
07-2020
J.P. MORGAN SECURITIES LL
CHICAGO
IL
60603
N
Y
ASSOCIATE
12-2015
08-2018
PUBLIC FINANCIAL MANAGEMENT INC
ANN ARBOR
MI
48108
Y
N
SENIOR ANALYST
05-2015
12-2015
KANE MCKENNA AND ASSOCIATES
CHICAGO
IL
60606
Y
N
ASSOCIATE
02-2015
05-2015
PESG
CALEDONIA
MI
49316
N
N
SUBSTITUTE TEACHER
08-2013
11-2014
UNIVERSITY OF MICHIGAN
ANN ARBOR
MI
48901
N
N
FULL-TIME GRADUATE STUDENT; (ACTUAL DATES FROM AUGUST 2012 THROUGH NOVEMBER 2014; EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES)
12-2012
08-2013
GRANDMONT ROSEDALE DEVEL. CORP
DETROIT
MI
48223
N
N
INTERN
08-2012
08-2013
HENRY FORD WYANDOTTE HOSPITAL
WYANDOTTE
MI
48192
N
N
MENTAL HEALTH ASSISTANT
08-2012
08-2013
UNIVERSITY OF MICHIGAN
ANN ARBOR
MI
48109
N
N
FULL-TIME GRADUATE STUDENT; (ACTUAL DATES FROM AUGUST 2012 THROUGH NOVEMBER 2014; EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES)
05-2012
08-2012
HENRY FORD WYANDOTTE HOSPITAL
WYANDOTTE
MI
48192
N
N
MENTAL HEALTH ASSISTANT
03-2011
04-2012
ALBANY CARE
EVANSTON
IL
60202
N
N
CASE MANAGER
09-2010
03-2011
PRESENCE RESURRECTION HEALTH CARE
CHICAGO
IL
60631
N
N
PT AIDE
02-2009
03-2011
JOHN BARLEYCORN
CHICAGO
IL
60657
N
N
SECURITY
08-2007
03-2011
LOYOLA UNIVERSITY CHICAGO
CHICAGO
IL
60660
N
N
STUDENT
08-2007
02-2009
LOYOLA UNIVERSITY CHICAGO
CHICAGO
IL
60660
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
08-13-2020
LEO KARWEJNA
CHIEF COMPLIANCE OFFICER