0001669517-22-000024.txt : 20220302 0001669517-22-000024.hdr.sgml : 20220302 20220302083534 ACCESSION NUMBER: 0001669517-22-000024 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 WALSH,KEELY,PAULINE, FILED AS OF DATE: 20220301 DATE AS OF CHANGE: 20220302 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: 22701467 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 KEELY PAULINE WALSH N 1 0001669517 PFM FINANCIAL ADVISORS LLC 06-15-2015 N 867-02030 LOCATED SUPERVISED 06-15-2015 4350 NORTH FAIRFAX DRIVE SUITE 580 ARLINGTON VA 22203 06-2015 PFM FINANCIAL ADVISORS LLC ARLINGTON VA 22203 N N ANALYST 11-2013 06-2015 ST. COLLETTA OF GREATER WASHINGTON WASHINGTON DC DC 20003 N N PARAPROFESSIONAL 07-2013 11-2013 UNIVERSITY OF MARY WASHINGTON FREDERICKSBURG VA 22401 N N ADMINISTRATIVE & OFFICE SPECIALIST II 08-2012 07-2013 JAMES MADISON UNIVERSITY HARRISONBURG VA 22807 N N OFF CAMPUS LIFE LIAISON 05-2012 08-2012 UNEMPLOYED, SUMMER BREAK FROM FULL-TIME EDUCATION STAFFORD VA 22556 N N UNEMPLOYED 08-2011 05-2012 JAMES MADISON UNIVERSITY HARRISONBURG VA 22807 N N PROGRAM ADVISOR 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 03-01-2022 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER