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