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