0001669517-23-000008.txt : 20230130
0001669517-23-000008.hdr.sgml : 20230130
20230130162306
ACCESSION NUMBER: 0001669517-23-000008
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
SENG,WEN,HUI,
FILED AS OF DATE: 20230127
DATE AS OF CHANGE: 20230130
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: 23568090
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
WEN
HUI
SENG
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
06-27-2022
N
867-00482
LOCATED
06-27-2022
4350 NORTH FAIRFAX DR
SUITE 590
ARLINGTON
VA
22203
06-2022
PFM FINANCIAL ADVISORS LLC
ARLINGTON
VA
22203
Y
N
ANALYST
08-2021
05-2022
SWARTHMORE COLLEGE
SWARTHMORE
PA
19081
N
N
LIBRARY ASSISTANT
06-2021
08-2021
PFM FINANCIAL ADVISORS LLC
HARRISBURG
PA
17101
N
Y
INTERN, ASSET MANAGEMENT
02-2021
06-2021
SWARTHMORE COLLEGE
SWARTHMORE
PA
19081
N
N
STATISTICS TEACHING ASSISTANT (actual employment time 2/2021 - 5/2022 EDGAR system doesn't allow overlapping employment)
09-2020
02-2021
SWARTHMORE COLLEGE
SWARTHMORE
PA
19081
N
N
CO-DIRECTOR OF STUDENT EMPLOYMENT OFFICE (actual employment time was 9/2020 - 5/2022 EDGAR system doesn't allow overlapping employment time)
05-2020
08-2020
US NUCLEAR REGULATORY COMMISSION
ROCKVILLE
MD
20852
N
N
SUMMER INTERN, OFFICE OF THE CHIEF HUMAN CAPITAL OFFICER
01-2020
05-2020
SWARTHMORE COLLEGE
SWARTHMORE
PA
19081
N
N
ECONOMICS TEACHING ASSISTANT (actual employment time 1/2020 - 12/2021 EDGAR system doesn't allow for overlapping employment)
01-2013
01-2020
FULL-TIME EDUCATION
HARRISBURG
PA
17110
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
01-19-2023
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER