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