0001669517-22-000098.txt : 20221121
0001669517-22-000098.hdr.sgml : 20221121
20221121110110
ACCESSION NUMBER: 0001669517-22-000098
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
GALLUCCI,BRIAN,JAMES,
FILED AS OF DATE: 20221118
DATE AS OF CHANGE: 20221121
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: 221404354
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
0001669517-16-000070
N
Brian
James
Gallucci
Y
2
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
07-15-2021
44 MONTGOMERY STREET
3RD FLOOR
SAN FRANCISCO
CA
94104
0001810248
PFM CALIFORNIA ADVISORS LLC
03-20-2020
N
867-02535
LOCATED
SUPERVISED
03-20-2022
44 MONTGOMERY STREET
3RD FLOOR
SAN FRANCISCO
CA
94104
01-2022
PFM FINANCIAL ADVISORS LLC
SAN FRANCISCO
CA
94111
Y
N
MANAGING DIRECTOR
07-2005
01-2022
PUBLIC FINANCIAL MANAGEMENT INC.
SAN FRANCISCO
CA
94111
N
Y
SENIOR MANAGING CONSULTANT
08-2001
05-2005
Full Time Student
San Francisco
CA
94117
N
N
Full Time 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
11-18-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER