0001669517-22-000070.txt : 20220818
0001669517-22-000070.hdr.sgml : 20220818
20220818154301
ACCESSION NUMBER: 0001669517-22-000070
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
VISALLI,JOSEPH,SHEPARD,
FILED AS OF DATE: 20220818
DATE AS OF CHANGE: 20220818
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: 221177430
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 MADDOX
215-557-1239
MADDOXC@PFM.COM
N
0001669517-19-000034
N
JOSEPH
SHEPARD
VISALLI
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-07-2019
N
867-02030
LOCATED
SUPERVISED
01-07-2019
1735 MARKET STREET
42ND FLOOR
PHILADELPHIA
PA
19103-2700
01-2019
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
SENIOR ANALYST
08-2018
01-2019
GEORGE WASHINGTON UNIVERSITY
WASHINGTON
DC
20052
N
N
STUDENT
06-2018
08-2018
PFM FINANCIALADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
INTERN
08-2015
06-2018
UNIVERSITY OF DELAWARE
NEWARK
DE
19711
N
N
STUDENT
06-2015
08-2015
BIOTEK REMEDYS
NEW CASTLE
DE
19720
N
N
INTERN
06-2009
06-2015
STUDENT
DOVER
DE
19901
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
08-18-2022
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER