0001669517-23-000020.txt : 20230130 0001669517-23-000020.hdr.sgml : 20230130 20230130162100 ACCESSION NUMBER: 0001669517-23-000020 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 WILLIARD,ZACHARY,HARRISON, 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: 23568042 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 0001669517-20-000046 N ZACHARY HARRISON WILLIARD N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 03-01-2022 100 MARKET STREET HARRISBURG PA 17108 01-2022 PFM FINANCIAL ADVISORS LLC HARRISBURG PA 17101 Y N MANAGING DIRECTOR 07-2006 01-2022 PUBLIC FINANCIAL MANAGEMENT INC HARRISBURG PA 17101 Y N SENIOR MANAGING CONSULTANT 01-2004 07-2006 STUDENT - SAINT JOSEPH'S UNIVERSITY PHILADELPHIA PA 19103 N N STUDENT 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