0001669517-22-000065.txt : 20220808
0001669517-22-000065.hdr.sgml : 20220808
20220808083451
ACCESSION NUMBER: 0001669517-22-000065
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
ROBERTS,BLAKE,ALLEN,
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220808
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: 221142700
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
0001669517-16-000155
N
BLAKE
ALLEN
ROBERTS
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
09-27-2019
111 CONGRESS AVE
SUITE 2150
AUSTIN
TX
78701
01-2022
PFM FINANCIAL ADVISORS LLC
AUSTIN
TX
78701
N
N
DIRECTOR
08-2015
01-2022
PUBLIC FINANCIAL MANAGEMENT INC.
AUSTIN
TX
78701
Y
N
SENIOR MANAGING CONSULTANT
03-2014
08-2015
WELLS FARGO BANK, N.A.
AUSTIN
TX
78750
N
N
ASSISTANT VICE PRESIDENT / RELATIONSHIP MANAGER
10-2010
03-2014
FITCH RATINGS
AUSTIN
TX
78701
N
N
ASSOCIATE DIRECTOR - U.S. PUBLIC FINANCE
06-2009
10-2010
STATE OF TEXAS - LEGISLATIVE BUDGET BOARD
AUSTIN
TX
78701
N
N
ANALYST
09-2007
05-2009
GRADUATE STUDENT AND INTERN AT CARNEGIE MELLON UNIVERSITY
PITTSBURGH
PA
15213
N
N
GRADUATE STUDENT / WORK STUDY INTERN
08-2005
06-2007
SCHOOL DISTRICT OF PHILADELPHIA
PHILADELPHIA
PA
19130
N
N
TEACHER
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
08-05-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER