0001669517-22-000019.txt : 20220224
0001669517-22-000019.hdr.sgml : 20220224
20220224143458
ACCESSION NUMBER: 0001669517-22-000019
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
LI,XIAOYUN,NMN,
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: 22669884
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
XIAOYUN
NMN
LI
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
06-01-2021
N
867-02030
LOCATED
SUPERVISED
06-01-2021
200 S. ORANGE AVENUE
SUITE 760
ORLANDO
FL
32801
06-2021
PFM FINANCIAL ADVISORS LLC
ORLANDO
FL
32801
Y
N
ANALYST
11-2020
04-2021
LEVELUP HCS
NEW YORK CITY
NY
10004
N
N
FILE REVIEWER/COMPLIANCE ANALYST
06-2020
11-2020
UNEMPLOYED
TAMPA
FL
33624
N
N
UNEMPLOYED
01-2019
05-2020
UNIVERSITY AT BUFFALO - FULL-TIME EDUCATION
BUFFALO
NY
14260
N
N
FULL-TIME STUDENT
08-2018
01-2019
UNEMPLOYED - STUDY FOR GRADUATE SCHOOL (GMAT EXAMS)
TAMPA
FL
33624
N
N
UNEMPLOYED
05-2015
07-2018
UNIVERSITY OF SOUTH FLORIDA - FULL-TIME STUDENT
TAMPA
FL
33620
N
N
FULL-TIME STUDENT
08-2014
05-2015
Hillsborough Community College
Tampa
FL
33614
N
N
Full-Time Student
08-2013
06-2014
Full Time Education
Tampa
FL
33616
N
N
Full-Time Student
08-2011
05-2013
Full Time Education
Tampa
FL
33616
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
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N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
02-23-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER