0001669517-23-000016.txt : 20230130 0001669517-23-000016.hdr.sgml : 20230130 20230130162131 ACCESSION NUMBER: 0001669517-23-000016 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MCPEEK,KEVIN,MICHAEL, 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: 23568059 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 0001669517-16-000127 N KEVIN MICHAEL MCPEEK N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 08-01-2021 200 SOUTH ORANGE AVENUE ORLANDO FL 32801 01-2022 PFM FINANCIAL ADVISORS LLC ORLANDO FL 32801 Y N DIRECTOR 12-2013 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. LARGO FL 33777 Y N SENIOR MANAGING CONSULTANT 11-2005 11-2013 RICONDO & ASSOCIATES, INC. CINCINNATI OH 45202 N N DIRECTOR 01-1999 11-2005 WILBUR SMITH ASSOCIATES CINCINNATI OH 45244 N N AVIATION PLANNER 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