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