0001669517-22-000052.txt : 20220801 0001669517-22-000052.hdr.sgml : 20220801 20220801161403 ACCESSION NUMBER: 0001669517-22-000052 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 WRIGHT,AARON,WILLIAM, FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220801 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: 221124893 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 N 0001669517-16-000228 N AARON WILLIAM WRIGHT N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 05-31-2016 555 BRIARWOOD CIRCLE SUITE 333 ANN ARBOR MI 48108 08-2015 PUBLIC FINANCIAL MANAGEMENT, INC. ANN ARBOR MI 48108 Y N ANALYST 10-2012 07-2015 STAUDER BARCH & ASSOCIATES ANN ARBOR MI 48108 Y Y ASSOCIATE 12-2011 09-2012 PLANTE MORAN SOUTHFIELD MI 48076 N N TECHNOLOGY CONSULTANT 05-2009 09-2011 PROMEDICA HEALTH SYSTEM TOLDEO OH 43606 N N INFORMATIONAL TECHNOLOGY CONSULTANT INTERSHIP 05-2009 09-2011 PROMEDICA HEALTH SYSTEM TOLEDO OH 43606 N N INFORMATIONAL TECHNOLOGY CONSULTANT INTERSHIP 01-2003 05-2009 WRIGHT FINANCIAL LLC ADRIAN MI 49221 N N CUSTOMER SERVER REPRESENTATIVE 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 Y N N N N 07-29-2022 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER