0001669517-22-000078.txt : 20220818 0001669517-22-000078.hdr.sgml : 20220818 20220818172755 ACCESSION NUMBER: 0001669517-22-000078 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 GAWEL,JOSHUA,JAMES, 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: 221178217 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 21 MADDOXC@PFM.COM N 0001669517-16-000072 N JOSHUA JAMES GAWEL N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 1735 MARKET STREET 42ND FLOOR PHILADELPHIA PA 19103-2700 01-2015 PFM FINANCIAL ADVISORS LLC PHILADELPHIA PA 19103 Y N SENIOR MANAGING CONSULTANT 09-2011 01-2015 UNIVERSITY OF DELAWARE NEWARK DE 19716 N N COMPUTING CONSULTANT SUPERVISOR 01-2008 08-2011 BEST BUY WILMINGTON DE 19808 N N PCHO SALES LEAD 09-1996 01-2008 FULL-TIME EDUCATION WILMINGTON DE 19804 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