0001669517-22-000018.txt : 20220224
0001669517-22-000018.hdr.sgml : 20220224
20220224143505
ACCESSION NUMBER: 0001669517-22-000018
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
GOOD,SARAH,ANNE,
FILED AS OF DATE: 20220223
DATE AS OF CHANGE: 20220224
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: 22669885
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
215-567-6100
MADDOXC@PFM.COM
N
N
SARAH
ANNE
GOOD
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
02-10-2022
N
867-02030
LOCATED
SUPERVISED
02-10-2022
1735 MARKET STREET
42ND FLOOR
PHILADELPHIA
PA
19103-2700
08-2019
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
N
N
ANALYST
08-2018
07-2019
THE VANGUARD GROUP
MALVERN
PA
19355
N
Y
CLIENT RELATIONSHIP SPECIALIST
08-2000
07-2018
FULL-TIME STUDENT
GETTYSBURG
PA
17325
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
02-23-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER