0001669517-22-000074.txt : 20220818
0001669517-22-000074.hdr.sgml : 20220818
20220818172821
ACCESSION NUMBER: 0001669517-22-000074
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
NIEDFELDT,JEREMY,DAVID,
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: 221178222
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
0001669517-16-000138
N
JEREMY
DAVID
NIEDFELDT
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
01-15-2016
300 S. ORANGE AVENUE
SUITE 1170
ORLANDO
FL
32801
01-2006
PFM FINANCIAL ADVISORS LLC
ORLANDO
FL
32801
Y
N
SENIOR MANAGING CONSULTANT
07-2003
01-2006
UNIVERSITY OF FLORIDA - FULL TIME STUDENT
GAINESVILLE
FL
32601
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