0001669517-23-000026.txt : 20230223 0001669517-23-000026.hdr.sgml : 20230223 20230223074838 ACCESSION NUMBER: 0001669517-23-000026 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 SANTAMARIA,JULIE,A, FILED AS OF DATE: 20230222 DATE AS OF CHANGE: 20230223 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 SEC ACT: 1934 Act SEC FILE NUMBER: 868-05146 FILM NUMBER: 23655979 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 1 primary_doc.xml MA-I 0001669517 XXXXXXXX CHERYL D. MADDOX 215-567-6100 MADDOXC@PFM.COM N N JULIE A SANTAMARIA 2460764 N 1 0001669517 PFM FINANCIAL ADVISORS LLC 02-17-2023 N 867-02030 LOCATED SUPERVISED 02-17-2023 200 SOUTH ORANGE AVENUE, 7TH FLOOR SUITE 760 ORLANDO FL 32801 JULIE ALINE SANTAMARIA JULIE ALINE TURNER 02-2023 PFM FINANCIAL ADVISORS LLC ORLANDO FL 32801 Y N DIRECTOR 12-1993 02-2023 RBC CAPITAL MARKETS LLC ST. PETERSBURG FL 33701 Y Y DIRECTOR Y 04-2004 JULIE SANTAMARIA 460 14TH AVENUE N ST. PETERSBURG FL 33704 N N RESIDENTIAL RENTAL PROPERTY (4-PLEX) OWNER 2 ACCOUNTING, MANAGEMENT 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 02-22-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER