0001669517-23-000017.txt : 20230130 0001669517-23-000017.hdr.sgml : 20230130 20230130162125 ACCESSION NUMBER: 0001669517-23-000017 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 PLENZLER,KEVIN,JOHN, 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: 23568056 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 0001669517-19-000028 N KEVIN JOHN PLENZLER N 1 0001669517 PFM FINANCIAL ADVISORS LLC 03-07-2019 N 867-02030 LOCATED SUPERVISED 07-01-2021 3501 QUADRANGLE BOULEVARD ORLANDO FL 32817 03-2019 PFM FINANCIAL ADVISORS LLC ORLANDO FL 32817 Y Y SENIOR MANAGING CONSULTANT 07-2004 03-2019 FISHKIND AND ASSOCIATES, INC. ORLANDO FL 32817 Y N ASSOCIATE 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