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