0001669517-22-000093.txt : 20221024
0001669517-22-000093.hdr.sgml : 20221024
20221024084852
ACCESSION NUMBER: 0001669517-22-000093
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
GLOVER,JAMES,CHRISTOPHER,
FILED AS OF DATE: 20221021
DATE AS OF CHANGE: 20221024
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: 221324900
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
Y
0001669517-16-000075
N
JAMES
CHRISTOPHER
GLOVER
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
01-15-2016
11605 NORTH COMMUNITY HOUSE ROAD
CALHOUN BUILDING, SUITE 500
CHARLOTTE
NC
28277
01-2022
PFM FINANCIAL ADVISORS LLC
CHARLOTTE
NC
28277
Y
N
MANAGING DIRECTOR
07-2000
01-2022
PUBLIC FINANCIAL MANAGEMENT INC
ORLANDO
FL
32801
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
10-21-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER