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