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