0001669517-22-000042.txt : 20220621
0001669517-22-000042.hdr.sgml : 20220621
20220621081451
ACCESSION NUMBER: 0001669517-22-000042
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
BILAL,ZAINAB,NMN,
FILED AS OF DATE: 20220617
DATE AS OF CHANGE: 20220621
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: 221026126
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
ZAINAB
NMN
BILAL
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
10-05-2020
N
867-02030
LOCATED
SUPERVISED
07-12-2021
1735 MARKET STREET
42RD FLOOR
PHILADELPHIA
PA
19103-2700
07-2021
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
ANALYST
08-2020
06-2021
UNEMPLOYED
PRINCETON JUNCTION
NJ
08550
N
N
UNEMPLOYED
08-2018
12-2020
FULL-TIME EDUCATION
BRYN MAWR
PA
19010
N
N
FULL-TIME STUDENT
08-2017
12-2020
FULL-TIME STUDENT
PHILADELPHIA
PA
19010
N
N
STUDENT
11-2015
06-2017
FULL-TIME EDUCATION
PLAINSBORO
NJ
083536
N
N
STUDENT; ACTUAL DATES SEPTEMBER 2013 - JUNE 2017; EDGAR SYSTEM WILL NOW ALLOW FOR OVERLAPPING DATES
07-2015
11-2015
CHIPOTLE MEXICAN GRILL
PRINCETON
NJ
08540
N
N
CREW MEMBER
09-2013
06-2015
FULL-TIME EDUCATION
PLAINSBORO
NJ
08536
N
N
STUDENT; ACTUAL DATES SEPTEMBER 2013 - JUNE 2017; EDGAR SYSTEM DOES NOT ALLOW FOR OVERLAPPING DATES
01-2012
06-2013
FULL-TIME EDUCATION
PISCATAWAY
NJ
08854
N
N
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
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
06-02-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER