0001669517-23-000005.txt : 20230125 0001669517-23-000005.hdr.sgml : 20230125 20230125083718 ACCESSION NUMBER: 0001669517-23-000005 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 EVERSMEYER,ANNALYSSA,OLIVIA XIA, FILED AS OF DATE: 20230124 DATE AS OF CHANGE: 20230125 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: 23549916 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 ANNALYSSA OLIVIA XIA EVERSMEYER N 1 0001669517 PFM FINANCIAL ADVISORS LLC 07-11-2022 N 867-02030 LOCATED SUPERVISED 07-11-2022 801 GRAND SUITE 3300 DES MOINES IA 50309 ANNALYSSA OLIVIA XIA HOLLY 07-2022 PFM FINANCIAL ADVISORS LLOC DES MOINES IA 50309 Y N ANALYST 06-2021 07-2022 HNI MUSCATINE IA 52761 N N FINANCIAL ANALYST 03-2021 06-2021 IOWA CITY COMMUNITY SCHOOL DISTRICT IOWA CITY IA 52245 N N PARAEDUCATOR 05-2020 12-2020 COLLINS AEROSPACE CEDAR RAPIDS IA 52498 N N CABIN SYSTEM SOFTWARE INTERN 06-2019 05-2020 FULL-TIME EDUCATION IOWA CITY IA 52246 N N FULL-TIME STUDENT; ACTUAL DATES DECEMBER 2012 THROUGH MAY 2021; EDGAR SYSTEM WILL NOW ALLOW FOR OVERLAPPING DATES 09-2017 01-2020 TRADER JOE'S CORALVILLE IA 52241 N N CREW MEMBER 12-2018 07-2019 PRINCIPAL FINANCIAL GROUP DES MOINES IA 50391 N Y INVESTMENT OPERATIONS INTERN 08-2018 12-2018 FULL-TIME EDUCATION IOWA CITY IA 52246 N N FULL-TIME STUDENT; ACTUAL DATES DECEMBER 2012 THROUGH MAY 2021; EDGAR SYSTEM WILL NOW ALLOW FOR OVERLAPPING DATES 07-2017 08-2018 PROVISIONS LOT F AMES IA 50010 N N SERVER 10-2016 05-2017 MOLLY'S CUPCAKES IOWA CITY IA 52240 N N DISHWASHER 12-2012 10-2016 FULL-TIME EDUCATION IOWA CITY IA 52246 N N FULL-TIME STUDENT; ACTUAL DATES DECEMBER 2012 THROUGH MAY 2021; EDGAR SYSTEM WILL NOW ALLOW FOR OVERLAPPING DATES 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 01-24-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER