0001669517-22-000073.txt : 20220818 0001669517-22-000073.hdr.sgml : 20220818 20220818172855 ACCESSION NUMBER: 0001669517-22-000073 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 DOYLE,JAMIE,LORA, 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: 221178227 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 0001669517-18-000032 N JAMIE LORA DOYLE N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 02-19-2018 100 MARKET STREET HARRISBURG PA 17101 02-1997 PFM FINANCIAL ADVISORS LLC HARRISBURG PA 17101 Y N MANAGING DIRECTOR 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