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 11-2014 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 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 05-27-2022 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER