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