0001669517-23-000001.txt : 20230117 0001669517-23-000001.hdr.sgml : 20230117 20230117094041 ACCESSION NUMBER: 0001669517-23-000001 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MORAN,CASEY,ALEXA, FILED AS OF DATE: 20230113 DATE AS OF CHANGE: 20230117 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: 23530515 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 D. MADDOX 215-567-6100 MADDOXC@PFM.COM N N CASEY ALEXA MORAN N 1 0001669517 PFM FINANCIAL ADVISORS LLC 07-11-2022 N 867-02030 LOCATED SUPERVISED 07-11-2022 1735 MARKET STREET 43RD FLOOR PHILADELPHIA PA 19103-2700 07-2022 PFM FINANCIAL ADVISORS LLC PHILADELPHIA PA 19103 Y N ANALYST 10-2019 05-2022 UNIVERSITY OF DELAWARE OFFICE OF ACADEMIC ENRICHMENT NEWARK DE 19716 N N ECONOMICS TUTOR 06-2019 05-2022 FULL-TIME STUDENT NEWARK DE 19716 N N FULL-TIME STUDENT; ACTUAL DATES AUGUST 2018 THOUGHT JUNE 2019 -- EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES 06-2019 08-2019 ZINBURGER WINE AND BURGER BAR MARLBORO NJ 07726 N N HOSTESS 08-2018 06-2019 FULL-TIME STUDENT NEWARK DE 19716 N N FULL-TIME STUDENT; ACTUAL DATES AUGUST 2018 THOUGHT JUNE 2019 -- EDGAR SYSTEM WILL NOT ALLOW FOR OVERLAPPING DATES 12-2012 06-2018 FULL-TIME STUDENT MARLBORO NJ 07746 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 01-13-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER