0001669517-22-000005.txt : 20220119
0001669517-22-000005.hdr.sgml : 20220119
20220119130241
ACCESSION NUMBER: 0001669517-22-000005
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
LEE,SHANON,SUM TING,
FILED AS OF DATE: 20220118
DATE AS OF CHANGE: 20220119
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: 22537859
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
CHERYL D. MADDOX
215-557-1239
MADDOXC@PFM.COM
N
N
SHANON
SUM TING
LEE
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
07-12-2021
N
867-02030
LOCATED
SUPERVISED
07-12-2021
4350 NORTH FAIRFAX DRI
SUITE 580
ARLINGTON
VA
22203
07-2021
PFM FINANCIAL ADVISORS LLC
ARLINGTON
VA
22203
Y
N
ANALYST
12-2020
05-2021
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
VA
22204
N
N
STUDENT
09-2020
12-2020
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
VA
22904
N
N
ARCHIVAL ASSISTANT
07-2020
08-2020
BROWN BROTHERS HARRIMAN
NEW YORK
NY
10005
N
N
MUNICIPAL FIXED INCOME INTERN
09-2019
05-2020
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
VA
22904
N
N
LIBRARY ASSISTANT
05-2018
09-2019
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
VA
22204
N
N
STUDENT; ACTUAL DATES AUGUST 2017 - MAY 2021; EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES
03-2018
05-2018
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
VA
22904
N
N
STUDENT CODER
08-2017
03-2018
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE
2L
22204
N
N
STUDENT; ACTUAL DATES AUGUST 2017 - MAY 2021; EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES
07-2017
08-2017
TEDDY'S BIGGER BURGERS
HONOLULU
HI
96826
N
N
CASHIER
01-2011
07-2017
FULL-TIME EDUCATION
HONOLULU
HI
96813
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
01-17-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER