0001669517-22-000088.txt : 20220906
0001669517-22-000088.hdr.sgml : 20220906
20220906092045
ACCESSION NUMBER: 0001669517-22-000088
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MARTINEZ,JOSHUA,NMN,
FILED AS OF DATE: 20220902
DATE AS OF CHANGE: 20220906
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: 221227060
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 D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
0001669517-21-000042
N
JOSHUA
NMN
MARTINEZ
7136578
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-11-2021
N
867-02030
LOCATED
SUPERVISED
01-11-2021
213 MARKET STREET
HARRISBURG
PA
17101
01-2021
PFM FINANCIAL ADVISORS LLC
HARRISBURG
PA
17101
Y
N
ANALYST
06-2019
01-2021
FIDELITY INVESTMENTS
JACKSONVILLE
FL
32246
N
Y
FINANCIAL SERVICE REPRESENTATIVE
05-2018
05-2019
CAREER CONNECTIONS CENTER AT THE UNIVERSITY OF FLORIDA
GAINESVILLE
FL
32611
N
N
OPERATIONS AND FISCAL STUDENT ASSISTANT
05-2018
08-2018
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT
GAINESVILLE
FL
32653
N
Y
WEALTH MANAGEMENT INTERN
08-2017
05-2018
FULL TIME STUDENT
GAINESVILLE
FL
32601
N
N
FULL-TIME STUDENT: ACTUAL DATES ARE 8/2011-5/2019 BUT EDGAR SYSTEM DOESN'T ALLOW FOR OVERLAPPING DATES
05-2017
08-2017
THE HYPPO
GAINESVILLE
FL
32601
N
N
POP SERVER
08-2011
05-2017
Full-Time Student
GAINESVILLE
FL
32601
N
N
FULL-TIME STUDENT: ACTUAL EMPLOYMENT DATES ARE 8/2011-5/2019 BUT EDGAR SYSTEM WON'T ALLOW OVERLAPPING DATES
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
09-02-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER