0001669517-23-000013.txt : 20230130 0001669517-23-000013.hdr.sgml : 20230130 20230130162206 ACCESSION NUMBER: 0001669517-23-000013 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 SCHLESINGER,JAMES,HOWARD, 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: 23568072 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 0001669517-16-000159 N JAMES HOWARD SCHLESINGER N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 2547 YELLOW SPRINGS ROAD MALVERN PA 19355 JAMIE nmn SCHLESINGER 01-2022 PFM FINANCIAL ADVISORS LLC MALVERN PA 19355 Y N MANAGING DIRECTOR 05-2013 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. MALVERN PA 19355 Y N SENIOR MANAGING CONSULTANT 07-1999 04-2013 CONCORD PUBLIC FINANCIAL ADVISORS, INC. READING PA 19610 Y Y SENIOR FINANCIAL ADVISOR 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