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