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