0001669517-23-000009.txt : 20230130
0001669517-23-000009.hdr.sgml : 20230130
20230130162232
ACCESSION NUMBER: 0001669517-23-000009
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MURPHY,JOHN,MARTIN,
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 23568080
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/A
1
primary_doc.xml
MA-I/A
0001669517
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
0001669517-19-000052
N
JOHN
MARTIN
MURPHY
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
11-04-2019
N
867-02030
LOCATED
SUPERVISED
11-04-2019
100 HIGH STREET
BOSTON
MA
02110
11-2019
PFM FINANCIAL ADVISORS LLC
PHILADELPHIA
PA
19103
Y
N
DIRECTOR
11-2018
11-2019
UNEMPLOYED
NASHUA
NH
03062
N
N
UNEMPLOYED
02-2018
11-2018
BONDLINK LLC
BOSTON
MA
02110
Y
N
SENIOR MANAGER, INVESTOR RELATIONS AND OUTREACH
06-1999
01-2018
FIDELITY INVESTMENTS
MERRIMACK
NH
03054
N
Y
RESEARCH ANALYST, BOND TRADER
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
01-27-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER