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
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N
N
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N
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N
N
N
N
N
N
N
N
N
N
N
N
01-24-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER