0001669517-23-000021.txt : 20230130 0001669517-23-000021.hdr.sgml : 20230130 20230130162054 ACCESSION NUMBER: 0001669517-23-000021 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 SMITH,TRINA,RENEE, 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: 23568041 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 0001669517-16-000164 N TRINA RENEE SMITH N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 01-15-2016 1735 MARKET STREET 42ND FLOOR PHILADELPHIA PA 19103-2700 01-2022 PFM FINANCIAL ADVISORS LLC PHILADELPHIA PA 19103 Y N SENIOR MANAGING CONSULTANT 07-2010 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. PHILADELPHIA PA 19103 Y N SENIOR MANAGING CONSULTANT 08-2006 05-2010 FULL-TIME STUDENT PHILADELPHIA PA 19104 N N STUDENT 01-2005 08-2006 FULL-TIME STUDENT VINELAND NJ 08360 N N FULL-TIME 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