0001669517-22-000035.txt : 20220531
0001669517-22-000035.hdr.sgml : 20220531
20220531074057
ACCESSION NUMBER: 0001669517-22-000035
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
HEIDEL,ERIC,FRANCIS,
FILED AS OF DATE: 20220527
DATE AS OF CHANGE: 20220531
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 22980493
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/A
1
primary_doc.xml
MA-I/A
0001669517
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
Y
0001669517-21-000040
N
ERIC
FRANCIS
HEIDEL
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-13-2020
N
867-02030
LOCATED
SUPERVISED
01-13-2020
44 MONTGOMERY STREET
3RD FLOOR
SAN FRANCISCO
CA
94104
01-2021
PFM FINANCIAL ADVISORS LLC
SAN FRANCISCO
CA
94104
Y
N
SENIOR ANALYST
01-2020
12-2020
UNIVERSITY OF CALIFORNIA, BERKELEY
BERKELEY
CA
94720
N
N
TUTOR
08-2019
01-2020
FULL-TIME STUDENT
BERKELEY
CA
94270
N
N
STUDENT
06-2019
08-2019
GPS IMPACT
DES MOINES
IA
50309
N
N
MEDIA BUYING INTERN
01-2019
05-2019
UNIVERISTY OF CALIFORNIA BERKELEY
BERKELEY
CA
94720
N
N
FULL-TIME STUDENT
05-2018
12-2018
RALEIGH'S BAR AND GRILL
BERKELEY
CA
94704
N
N
SERVER
08-2017
05-2018
UNIVERISTY OF CALIFORNIA BERKELEY
BERKELEY
CA
94720
N
N
FULL-TIME STUDENT
05-2017
08-2017
J. CREW
WASHINGTON
DC
20007
N
N
SALES ASSOCIATE
09-2016
05-2017
GEORGE WASHINGTON UNIVERSITY
WASHINGTON
DC
20052
N
N
FULL-TIME STUDENT
05-2016
08-2016
THE FISHERMAN'S RESTAURANT AND BAR
SAN CLEMENTE
CA
92672
N
N
BUSSER
08-2015
05-2016
GEORGE WASHINGTON UNIVERISTY
WASHINGTON
DC
20052
N
N
FULL-TIME STUDENT
08-2011
06-2015
FULL-TIME EDUCATION
SAN CLEMENTE
CA
92673
N
N
STUDENT
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04-2015
GAMESTOP
SAN CLEMENTE
CA
92673
N
N
SALES ASSOCIATE
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
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N
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N
N
05-27-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER