0001669517-22-000111.txt : 20221219
0001669517-22-000111.hdr.sgml : 20221219
20221219153746
ACCESSION NUMBER: 0001669517-22-000111
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
SCATTINI,DOMINIC,ALEXANDER,
FILED AS OF DATE: 20221219
DATE AS OF CHANGE: 20221219
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 221470956
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
1
primary_doc.xml
MA-I
0001669517
XXXXXXXX
CHERYL MADDOX
215-557-1239
MADDOXC@PFM.COM
N
N
DOMINIC
ALEXANDER
SCATTINI
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
07-11-2022
N
867-00482
LOCATED
07-11-2022
44 MONTGOMERY ST.
3RD FLOOR
SAN FRANCISCO
CA
94104
07-2022
PFM Financial Advisors LLC
SAN FRANCISCO
CA
94104
Y
Y
ANALYST
10-2021
07-2022
UC SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
FULL-TIME STUDENT
07-2021
10-2021
LUIS A SCATTINI & SONS
SALINAS
CA
93901
N
N
INTERN
10-2020
07-2021
UC SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
FULL-TIME STUDENT
07-2020
10-2020
TAYLOR FARMS
SALINAS
CA
93901
N
N
INTERN
10-2019
07-2020
UC SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
FULL-TIME STUDENT
07-2019
10-2019
TAYLOR FARMS
SALINAS
CA
93901
N
N
INTERN
10-2018
07-2019
UC SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
FULL-TIME STUDENT
06-2018
10-2018
LUIS A SCATTINI & SONS
SALINAS
CA
93901
N
N
FARM WORKER
01-2000
07-2018
UNEMPLOYED
SALINAS
CA
93908
N
N
UNEMPLOYED
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
12-19-2022
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER