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